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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 | $20,696 | $85,766-75.9% | $136,298-84.8% | $70,126-70.5% |
| Participation rate | 38.5% | 74.2%-35.7pp | 81.9%-43.5pp | 69.5%-31.1pp |
| Annual return | 31.85% | 31.46%+0.4pp | 5156.27%-5124.4pp | 73.15%-41.3pp |
| Employer contribution / active EE | $660 | $2,966-77.7% | $4,696-85.9% | $2,343-71.8% |
| Participant deferral / active EE | $1,597 | $5,051-68.4% | $6,247-74.4% | $3,332-52.1% |
| Admin fee / account holder | $2,524 | $5,421-53.4% | $9,244-72.7% | $4,645-45.7% |