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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 | $19,532 | $105,200-81.4% | $159,474-87.8% | $85,847-77.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.8%-42.8pp | 69.3%-29.3pp |
| Annual return | 16.25% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.4pp |
| Employer contribution / active EE | $1,377 | $3,319-58.5% | $4,831-71.5% | $2,565-46.3% |
| Participant deferral / active EE | $2,229 | $5,946-62.5% | $7,353-69.7% | $3,952-43.6% |
| Admin fee / account holder | $2,306 | $6,934-66.8% | $10,802-78.7% | $6,261-63.2% |