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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 | $28,404 | $101,591-72.0% | $147,096-80.7% | $74,429-61.8% |
| Participation rate | 62.6% | 75.5%-13.0pp | 82.2%-19.6pp | 67.2%-4.7pp |
| Annual return | 22.50% | 8746.45%-8724.0pp | 419.75%-397.3pp | 1368.38%-1345.9pp |
| Employer contribution / active EE | $1,780 | $3,813-53.3% | $4,936-63.9% | $2,625-32.2% |
| Participant deferral / active EE | $2,894 | $7,302-60.4% | $8,071-64.1% | $4,348-33.4% |
| Admin fee / account holder | $380 | $1,750-78.3% | $13,005-97.1% | $1,944-80.4% |