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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 | $15,260 | $102,422-85.1% | $147,117-89.6% | $80,959-81.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 15.95% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,241 | $3,717-66.6% | $4,932-74.8% | $2,757-55.0% |
| Participant deferral / active EE | $2,044 | $6,652-69.3% | $8,065-74.7% | $4,300-52.5% |
| Admin fee / account holder | $1,117 | $7,953-86.0% | $12,993-91.4% | $6,925-83.9% |