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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 | $24,704 | $81,208-69.6% | $98,920-75.0% | $79,856-69.1% |
| Participation rate | 58.2% | 72.5%-14.3pp | 76.0%-17.8pp | 69.6%-11.5pp |
| Annual return | 13.29% | 60.99%-47.7pp | 196.47%-183.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $665 | $1,960-66.0% | $2,689-75.3% | $2,471-73.1% |
| Participant deferral / active EE | $984 | $3,265-69.9% | $4,245-76.8% | $3,741-73.7% |
| Admin fee / account holder | $5,553 | $6,013-7.6% | $6,643-16.4% | $5,306+4.7% |