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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 | $13,544 | $85,766-84.2% | $136,298-90.1% | $70,126-80.7% |
| Participation rate | 58.0% | 74.2%-16.2pp | 81.9%-24.0pp | 69.5%-11.6pp |
| Annual return | 16.71% | 31.46%-14.7pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $816 | $2,966-72.5% | $4,696-82.6% | $2,343-65.2% |
| Participant deferral / active EE | $2,001 | $5,051-60.4% | $6,247-68.0% | $3,332-39.9% |
| Admin fee / account holder | $2,097 | $5,421-61.3% | $9,244-77.3% | $4,645-54.8% |