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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 | $17,945 | $103,387-82.6% | $87,102-79.4% | $152,885-88.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 63.02% | 28.10%+34.9pp | 28.19%+34.8pp | 345.39%-282.4pp |
| Employer contribution / active EE | $3,472 | $3,221+7.8% | $2,521+37.7% | $4,763-27.1% |
| Participant deferral / active EE | $1,491 | $4,778-68.8% | $4,048-63.2% | $5,851-74.5% |
| Admin fee / account holder | $763 | $12,193-93.7% | $7,491-89.8% | $11,598-93.4% |