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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 | $15,195 | $50,666-70.0% | $76,823-80.2% | $65,185-76.7% |
| Participation rate | 51.6% | 68.8%-17.2pp | 72.1%-20.4pp | 70.2%-18.6pp |
| Annual return | 26.38% | 28.51%-2.1pp | 1166.42%-1140.0pp | 29.38%-3.0pp |
| Employer contribution / active EE | $840 | $1,575-46.7% | $2,302-63.5% | $2,177-61.4% |
| Participant deferral / active EE | $1,087 | $2,647-58.9% | $3,336-67.4% | $3,514-69.1% |
| Admin fee / account holder | $834 | $463+80.1% | $6,422-87.0% | $847-1.6% |