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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 | $15,116 | $70,684-78.6% | $169,390-91.1% | $75,173-79.9% |
| Participation rate | 21.4% | 64.8%-43.4pp | 77.2%-55.7pp | 67.2%-45.8pp |
| Annual return | 26.60% | 36.38%-9.8pp | 406.07%-379.5pp | 160.72%-134.1pp |
| Employer contribution / active EE | $571 | $2,211-74.2% | $4,013-85.8% | $2,671-78.6% |
| Participant deferral / active EE | $646 | $4,310-85.0% | $6,222-89.6% | $4,126-84.3% |
| Admin fee / account holder | $1,666 | $5,404-69.2% | $9,015-81.5% | $5,651-70.5% |