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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 | $18,503 | $89,364-79.3% | $141,177-86.9% | $72,983-74.6% |
| Participation rate | 54.2% | 75.1%-20.9pp | 82.5%-28.2pp | 69.5%-15.2pp |
| Annual return | 63.16% | 111.86%-48.7pp | 71.40%-8.2pp | 81.01%-17.9pp |
| Employer contribution / active EE | $1,189 | $3,115-61.8% | $4,736-74.9% | $2,440-51.3% |
| Participant deferral / active EE | $2,195 | $5,419-59.5% | $6,710-67.3% | $3,608-39.1% |
| Admin fee / account holder | $976 | $5,959-83.6% | $10,263-90.5% | $5,124-81.0% |