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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,629 | $102,385-84.7% | $147,080-89.4% | $80,935-80.7% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.8pp | 67.7%-34.3pp |
| Annual return | 21.97% | 135.09%-113.1pp | 420.17%-398.2pp | 35.66%-13.7pp |
| Employer contribution / active EE | $1,350 | $3,717-63.7% | $4,933-72.6% | $2,757-51.0% |
| Participant deferral / active EE | $2,360 | $6,651-64.5% | $8,066-70.7% | $4,299-45.1% |
| Admin fee / account holder | $2,228 | $7,951-72.0% | $12,989-82.8% | $6,924-67.8% |