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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 | $22,044 | $54,717-59.7% | $86,216-74.4% | $71,511-69.2% |
| Participation rate | 22.2% | 60.1%-37.9pp | 69.0%-46.7pp | 67.9%-45.7pp |
| Annual return | 0.00% | 20.07%-20.1pp | 1169.42%-1169.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $605 | $1,267-52.2% | $2,382-74.6% | $2,589-76.6% |
| Participant deferral / active EE | $1,331 | $3,110-57.2% | $3,986-66.6% | $4,291-69.0% |
| Admin fee / account holder | $5,432 | $1,922+182.6% | $6,853-20.7% | $1,588+242.0% |