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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 | $17,206 | $85,766-79.9% | $136,297-87.4% | $70,131-75.5% |
| Participation rate | 26.7% | 74.2%-47.5pp | 81.9%-55.3pp | 69.5%-42.9pp |
| Annual return | 26.07% | 31.45%-5.4pp | 5156.16%-5130.1pp | 73.14%-47.1pp |
| Employer contribution / active EE | $818 | $2,966-72.4% | $4,696-82.6% | $2,342-65.1% |
| Participant deferral / active EE | $2,107 | $5,051-58.3% | $6,247-66.3% | $3,332-36.8% |
| Admin fee / account holder | $557 | $5,420-89.7% | $9,244-94.0% | $4,645-88.0% |