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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 | $79,209-66.7% | $102,434-74.2% | $74,459-64.6% |
| Participation rate | 21.1% | 74.8%-53.7pp | 76.5%-55.4pp | 67.2%-46.1pp |
| Annual return | 16.18% | 54.98%-38.8pp | 29.46%-13.3pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $1,071 | $2,362-54.7% | $3,023-64.6% | $2,626-59.2% |
| Participant deferral / active EE | $1,385 | $4,417-68.6% | $5,055-72.6% | $4,350-68.2% |
| Admin fee / account holder | $3,422 | $2,002+71.0% | $9,462-63.8% | $1,945+76.0% |