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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 | $17,211 | $106,905-83.9% | $84,020-79.5% | $152,885-88.7% |
| Participation rate | 18.2% | 75.2%-57.1pp | 69.0%-50.8pp | 82.5%-64.3pp |
| Annual return | 23.92% | 105.00%-81.1pp | 71.31%-47.4pp | 345.39%-321.5pp |
| Employer contribution / active EE | $439 | $2,735-83.9% | $1,984-77.9% | $4,763-90.8% |
| Participant deferral / active EE | $575 | $4,012-85.7% | $3,239-82.3% | $5,851-90.2% |
| Admin fee / account holder | $1,827 | $8,287-78.0% | $6,101-70.1% | $11,598-84.3% |