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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 | $25,321 | $71,192-64.4% | $117,861-78.5% | $62,293-59.4% |
| Participation rate | 36.5% | 74.2%-37.7pp | 79.7%-43.1pp | 69.5%-33.0pp |
| Annual return | 18.33% | 18.66%-0.3pp | 335.11%-316.8pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,016 | $1,934-47.4% | $3,786-73.2% | $2,042-50.2% |
| Participant deferral / active EE | $1,132 | $3,189-64.5% | $4,482-74.8% | $3,169-64.3% |
| Admin fee / account holder | $7,268 | $587+1137.6% | $8,021-9.4% | $479+1416.2% |