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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 | $88,203-82.2% | $165,100-90.5% | $74,478-78.9% |
| Participation rate | 52.3% | 73.1%-20.8pp | 78.6%-26.3pp | 67.2%-14.9pp |
| Annual return | 14.06% | 17.13%-3.1pp | 70.21%-56.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,164 | $2,601-55.2% | $4,348-73.2% | $2,626-55.7% |
| Participant deferral / active EE | $2,034 | $4,505-54.8% | $6,035-66.3% | $4,350-53.2% |
| Admin fee / account holder | $2,279 | $2,235+2.0% | $12,696-82.0% | $1,946+17.1% |