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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 | $23,825 | $101,672-76.6% | $147,117-83.8% | $74,478-68.0% |
| Participation rate | 30.3% | 75.5%-45.3pp | 82.2%-51.9pp | 67.2%-37.0pp |
| Annual return | 13.03% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,365 | $3,813-64.2% | $4,932-72.3% | $2,626-48.0% |
| Participant deferral / active EE | $2,368 | $7,305-67.6% | $8,065-70.6% | $4,350-45.6% |
| Admin fee / account holder | $1,263 | $1,753-28.0% | $12,993-90.3% | $1,946-35.1% |