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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 | $13,613 | $85,766-84.1% | $136,297-90.0% | $70,124-80.6% |
| Participation rate | 53.7% | 74.2%-20.5pp | 81.9%-28.3pp | 69.5%-15.9pp |
| Annual return | 17.16% | 31.45%-14.3pp | 5156.19%-5139.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $927 | $2,966-68.8% | $4,696-80.3% | $2,342-60.4% |
| Participant deferral / active EE | $2,069 | $5,051-59.0% | $6,247-66.9% | $3,332-37.9% |
| Admin fee / account holder | $373 | $5,420-93.1% | $9,244-96.0% | $4,645-92.0% |