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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 | $14,086 | $70,418-80.0% | $96,570-85.4% | $85,847-83.6% |
| Participation rate | 33.8% | 61.8%-28.0pp | 69.8%-36.0pp | 69.3%-35.5pp |
| Annual return | 14.33% | 18.59%-4.3pp | 37.79%-23.5pp | 318.61%-304.3pp |
| Employer contribution / active EE | $779 | $1,413-44.9% | $2,357-66.9% | $2,565-69.6% |
| Participant deferral / active EE | $1,031 | $2,894-64.4% | $3,849-73.2% | $3,952-73.9% |
| Admin fee / account holder | $746 | $4,995-85.1% | $6,182-87.9% | $6,261-88.1% |