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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 | $22,425 | $98,766-77.3% | $149,730-85.0% | $79,852-71.9% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 16.58% | 27.43%-10.8pp | 276.70%-260.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,242 | $3,217-61.4% | $4,645-73.3% | $2,471-49.8% |
| Participant deferral / active EE | $2,236 | $5,681-60.6% | $6,843-67.3% | $3,740-40.2% |
| Admin fee / account holder | $3,625 | $6,052-40.1% | $9,310-61.1% | $5,306-31.7% |