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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 | $11,719 | $102,422-88.6% | $147,117-92.0% | $80,959-85.5% |
| Participation rate | 28.9% | 75.9%-46.9pp | 82.2%-53.2pp | 67.7%-38.7pp |
| Annual return | 19.54% | 135.16%-115.6pp | 420.54%-401.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $943 | $3,717-74.6% | $4,932-80.9% | $2,757-65.8% |
| Participant deferral / active EE | $2,006 | $6,652-69.8% | $8,065-75.1% | $4,300-53.3% |
| Admin fee / account holder | $1,284 | $7,953-83.9% | $12,993-90.1% | $6,925-81.5% |