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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 | $18,373 | $64,705-71.6% | $62,929-70.8% | $67,986-73.0% |
| Participation rate | 55.7% | 65.6%-9.9pp | 73.1%-17.4pp | 57.2%-1.5pp |
| Annual return | 13.50% | 20.31%-6.8pp | 1063.93%-1050.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $531 | $2,376-77.7% | $2,505-78.8% | $2,019-73.7% |
| Participant deferral / active EE | $954 | $3,198-70.2% | $3,888-75.5% | $3,358-71.6% |
| Admin fee / account holder | $6,193 | $1,428+333.7% | $5,065+22.3% | $3,203+93.3% |