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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 | $18,055 | $102,429-82.4% | $147,096-87.7% | $80,925-77.7% |
| Participation rate | 36.7% | 75.9%-39.2pp | 82.2%-45.5pp | 67.7%-31.0pp |
| Annual return | 14.08% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,394 | $3,716-62.5% | $4,936-71.8% | $2,756-49.4% |
| Participant deferral / active EE | $1,394 | $6,649-79.0% | $8,071-82.7% | $4,299-67.6% |
| Admin fee / account holder | $1,332 | $7,957-83.3% | $13,005-89.8% | $6,940-80.8% |