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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 | $14,551 | $85,766-83.0% | $136,298-89.3% | $70,126-79.2% |
| Participation rate | 51.2% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 17.87% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,883 | $2,966-36.5% | $4,696-59.9% | $2,343-19.6% |
| Participant deferral / active EE | $1,088 | $5,051-78.5% | $6,247-82.6% | $3,332-67.4% |
| Admin fee / account holder | $551 | $5,421-89.8% | $9,244-94.0% | $4,645-88.1% |