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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 | $26,388 | $79,189-66.7% | $102,457-74.2% | $74,400-64.5% |
| Participation rate | 21.1% | 74.8%-53.7pp | 76.5%-55.4pp | 67.2%-46.1pp |
| Annual return | 16.18% | 54.98%-38.8pp | 29.41%-13.2pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $1,071 | $2,362-54.7% | $3,022-64.6% | $2,624-59.2% |
| Participant deferral / active EE | $1,385 | $4,415-68.6% | $5,054-72.6% | $4,348-68.1% |
| Admin fee / account holder | $3,422 | $2,002+70.9% | $9,451-63.8% | $1,944+76.1% |