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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 | $36,136 | $88,203-59.0% | $165,100-78.1% | $74,478-51.5% |
| Participation rate | 47.0% | 73.1%-26.1pp | 78.6%-31.6pp | 67.2%-20.2pp |
| Annual return | 21.85% | 17.13%+4.7pp | 70.21%-48.4pp | 1370.56%-1348.7pp |
| Employer contribution / active EE | $891 | $2,601-65.7% | $4,348-79.5% | $2,626-66.1% |
| Participant deferral / active EE | $1,462 | $4,505-67.5% | $6,035-75.8% | $4,350-66.4% |
| Admin fee / account holder | $2,574 | $2,235+15.2% | $12,696-79.7% | $1,946+32.3% |