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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 | $88,087-78.5% | $164,866-88.5% | $74,546-74.6% |
| Participation rate | 16.4% | 73.1%-56.7pp | 78.6%-62.2pp | 67.2%-50.8pp |
| Annual return | 14.55% | 17.27%-2.7pp | 69.97%-55.4pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $793 | $2,595-69.4% | $4,343-81.7% | $2,624-69.8% |
| Participant deferral / active EE | $1,335 | $4,499-70.3% | $6,033-77.9% | $4,347-69.3% |
| Admin fee / account holder | $4,092 | $2,232+83.3% | $12,689-67.8% | $1,944+110.5% |