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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 | $14,352 | $102,429-86.0% | $147,096-90.2% | $80,925-82.3% |
| Participation rate | 56.7% | 75.9%-19.1pp | 82.2%-25.5pp | 67.7%-10.9pp |
| Annual return | 17.52% | 135.02%-117.5pp | 419.75%-402.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,679 | $3,716-54.8% | $4,936-66.0% | $2,756-39.1% |
| Participant deferral / active EE | $2,162 | $6,649-67.5% | $8,071-73.2% | $4,299-49.7% |
| Admin fee / account holder | $2,695 | $7,957-66.1% | $13,005-79.3% | $6,940-61.2% |