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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 | $102,429-84.7% | $147,096-89.4% | $80,925-80.7% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.8pp | 67.7%-34.3pp |
| Annual return | 21.97% | 135.02%-113.1pp | 419.75%-397.8pp | 35.65%-13.7pp |
| Employer contribution / active EE | $1,350 | $3,716-63.7% | $4,936-72.6% | $2,756-51.0% |
| Participant deferral / active EE | $2,360 | $6,649-64.5% | $8,071-70.8% | $4,299-45.1% |
| Admin fee / account holder | $2,228 | $7,957-72.0% | $13,005-82.9% | $6,940-67.9% |