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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 | $19,650 | $103,393-81.0% | $87,103-77.4% | $152,909-87.1% |
| Participation rate | 47.8% | 79.4%-31.5pp | 76.9%-29.0pp | 82.5%-34.6pp |
| Annual return | 11.50% | 28.10%-16.6pp | 28.19%-16.7pp | 345.46%-334.0pp |
| Employer contribution / active EE | $670 | $3,221-79.2% | $2,521-73.4% | $4,764-85.9% |
| Participant deferral / active EE | $951 | $4,778-80.1% | $4,049-76.5% | $5,851-83.8% |
| Admin fee / account holder | $30,020 | $12,195+146.2% | $7,491+300.7% | $11,601+158.8% |