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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 | $15,683 | $88,137-82.2% | $164,975-90.5% | $74,429-78.9% |
| Participation rate | 52.3% | 73.1%-20.8pp | 78.6%-26.3pp | 67.2%-14.9pp |
| Annual return | 14.06% | 17.13%-3.1pp | 70.12%-56.1pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $1,164 | $2,597-55.2% | $4,343-73.2% | $2,625-55.7% |
| Participant deferral / active EE | $2,034 | $4,501-54.8% | $6,033-66.3% | $4,348-53.2% |
| Admin fee / account holder | $2,279 | $2,231+2.1% | $12,688-82.0% | $1,944+17.2% |