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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 | $18,944 | $88,186-78.5% | $165,071-88.5% | $74,459-74.6% |
| Participation rate | 16.4% | 73.1%-56.7pp | 78.6%-62.2pp | 67.2%-50.8pp |
| Annual return | 14.55% | 17.13%-2.6pp | 70.17%-55.6pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $793 | $2,600-69.5% | $4,347-81.8% | $2,626-69.8% |
| Participant deferral / active EE | $1,335 | $4,505-70.4% | $6,035-77.9% | $4,350-69.3% |
| Admin fee / account holder | $4,092 | $2,234+83.1% | $12,695-67.8% | $1,945+110.4% |