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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 | $21,172 | $102,385-79.3% | $147,080-85.6% | $80,935-73.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 22.56% | 135.09%-112.5pp | 420.17%-397.6pp | 35.66%-13.1pp |
| Employer contribution / active EE | $1,114 | $3,717-70.0% | $4,933-77.4% | $2,757-59.6% |
| Participant deferral / active EE | $1,513 | $6,651-77.3% | $8,066-81.2% | $4,299-64.8% |
| Admin fee / account holder | $1,271 | $7,951-84.0% | $12,989-90.2% | $6,924-81.6% |