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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 | $24,648 | $78,428-68.6% | $95,960-74.3% | $79,852-69.1% |
| Participation rate | 47.5% | 73.5%-26.0pp | 77.1%-29.6pp | 69.6%-22.2pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $923 | $1,945-52.5% | $2,541-63.7% | $2,471-62.6% |
| Participant deferral / active EE | $1,341 | $3,440-61.0% | $4,167-67.8% | $3,740-64.2% |
| Admin fee / account holder | $1,426 | $5,622-74.6% | $6,797-79.0% | $5,306-73.1% |