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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 | $19,376 | $98,760-80.4% | $149,715-87.1% | $79,858-75.7% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 19.09% | 27.43%-8.3pp | 276.66%-257.6pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,616 | $3,217-49.8% | $4,645-65.2% | $2,471-34.6% |
| Participant deferral / active EE | $2,365 | $5,681-58.4% | $6,842-65.4% | $3,740-36.8% |
| Admin fee / account holder | $1,659 | $6,053-72.6% | $9,310-82.2% | $5,306-68.7% |