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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 | $19,155 | $56,640-66.2% | $78,002-75.4% | $55,167-65.3% |
| Participation rate | 23.0% | 73.3%-50.3pp | 75.5%-52.5pp | 69.0%-46.0pp |
| Annual return | 8.71% | 2868.48%-2859.8pp | 425.99%-417.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $627 | $1,724-63.6% | $2,470-74.6% | $1,963-68.1% |
| Participant deferral / active EE | $1,240 | $2,778-55.4% | $3,497-64.5% | $3,054-59.4% |
| Admin fee / account holder | $1,547 | $467+231.5% | $5,481-71.8% | $504+206.9% |