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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 | $28,397 | $78,707-63.9% | $117,861-75.9% | $70,126-59.5% |
| Participation rate | 52.5% | 73.2%-20.7pp | 79.7%-27.2pp | 69.5%-17.1pp |
| Annual return | 14.91% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,203 | $2,223-45.9% | $3,786-68.2% | $2,343-48.6% |
| Participant deferral / active EE | $1,206 | $3,297-63.4% | $4,482-73.1% | $3,332-63.8% |
| Admin fee / account holder | $3,240 | $5,066-36.0% | $8,021-59.6% | $4,645-30.3% |