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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 | $25,307 | $59,467-57.4% | $93,727-73.0% | $74,478-66.0% |
| Participation rate | 30.0% | 59.6%-29.6pp | 68.7%-38.7pp | 67.2%-37.2pp |
| Annual return | 15.03% | 82.14%-67.1pp | 133.83%-118.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $635 | $1,267-49.8% | $2,421-73.8% | $2,626-75.8% |
| Participant deferral / active EE | $1,175 | $3,052-61.5% | $4,417-73.4% | $4,350-73.0% |
| Admin fee / account holder | $3,889 | $3,028+28.4% | $8,292-53.1% | $1,946+99.9% |