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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 | $20,683 | $98,776-79.1% | $149,745-86.2% | $79,856-74.1% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-4.9pp |
| Annual return | 18.62% | 27.38%-8.8pp | 276.72%-258.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,123 | $3,217-65.1% | $4,646-75.8% | $2,471-54.5% |
| Participant deferral / active EE | $2,312 | $5,681-59.3% | $6,843-66.2% | $3,741-38.2% |
| Admin fee / account holder | $1,805 | $6,053-70.2% | $9,312-80.6% | $5,306-66.0% |