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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 | $24,594 | $81,208-69.7% | $98,920-75.1% | $79,856-69.2% |
| Participation rate | 42.1% | 72.5%-30.4pp | 76.0%-33.9pp | 69.6%-27.5pp |
| Annual return | 14.04% | 60.99%-47.0pp | 196.47%-182.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $928 | $1,960-52.6% | $2,689-65.5% | $2,471-62.4% |
| Participant deferral / active EE | $1,310 | $3,265-59.9% | $4,245-69.1% | $3,741-65.0% |
| Admin fee / account holder | $2,902 | $6,013-51.7% | $6,643-56.3% | $5,306-45.3% |