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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 | $14,152 | $102,429-86.2% | $147,096-90.4% | $80,925-82.5% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 22.05% | 135.02%-113.0pp | 419.75%-397.7pp | 35.65%-13.6pp |
| Employer contribution / active EE | $1,528 | $3,716-58.9% | $4,936-69.1% | $2,756-44.6% |
| Participant deferral / active EE | $2,106 | $6,649-68.3% | $8,071-73.9% | $4,299-51.0% |
| Admin fee / account holder | $1,158 | $7,957-85.4% | $13,005-91.1% | $6,940-83.3% |