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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 | $20,271 | $83,045-75.6% | $130,045-84.4% | $71,511-71.7% |
| Participation rate | 48.7% | 74.1%-25.4pp | 78.5%-29.8pp | 67.9%-19.2pp |
| Annual return | 17.06% | 20.61%-3.5pp | -137.30%+154.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $1,263 | $2,623-51.9% | $4,321-70.8% | $2,589-51.2% |
| Participant deferral / active EE | $2,047 | $4,436-53.8% | $5,820-64.8% | $4,291-52.3% |
| Admin fee / account holder | $9,748 | $1,727+464.5% | $10,600-8.0% | $1,588+513.7% |