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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 | $19,355 | $98,766-80.4% | $149,730-87.1% | $79,852-75.8% |
| Participation rate | 55.1% | 75.8%-20.7pp | 82.5%-27.4pp | 69.6%-14.5pp |
| Annual return | 15.51% | 27.43%-11.9pp | 276.70%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $863 | $3,217-73.2% | $4,645-81.4% | $2,471-65.1% |
| Participant deferral / active EE | $1,494 | $5,681-73.7% | $6,843-78.2% | $3,740-60.0% |
| Admin fee / account holder | $991 | $6,052-83.6% | $9,310-89.4% | $5,306-81.3% |