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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 | $22,370 | $58,828-62.0% | $78,002-71.3% | $62,881-64.4% |
| Participation rate | 51.5% | 71.1%-19.5pp | 75.5%-24.0pp | 69.3%-17.8pp |
| Annual return | 5.66% | 17.16%-11.5pp | 425.99%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $810 | $1,672-51.5% | $2,470-67.2% | $2,281-64.5% |
| Participant deferral / active EE | $931 | $2,686-65.3% | $3,497-73.4% | $3,203-70.9% |
| Admin fee / account holder | $582 | $4,393-86.8% | $5,481-89.4% | $4,296-86.5% |