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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 | $19,546 | $102,422-80.9% | $147,117-86.7% | $80,959-75.9% |
| Participation rate | 47.4% | 75.9%-28.5pp | 82.2%-34.8pp | 67.7%-20.3pp |
| Annual return | 13.45% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,005 | $3,717-46.1% | $4,932-59.4% | $2,757-27.3% |
| Participant deferral / active EE | $2,571 | $6,652-61.4% | $8,065-68.1% | $4,300-40.2% |
| Admin fee / account holder | $1,431 | $7,953-82.0% | $12,993-89.0% | $6,925-79.3% |