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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 | $19,820 | $78,636-74.8% | $105,607-81.2% | $74,459-73.4% |
| Participation rate | 26.9% | 72.8%-45.9pp | 75.3%-48.4pp | 67.2%-40.3pp |
| Annual return | 13.08% | 15.96%-2.9pp | 116.11%-103.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,091 | $2,523-56.8% | $3,167-65.6% | $2,626-58.5% |
| Participant deferral / active EE | $1,953 | $4,322-54.8% | $5,011-61.0% | $4,350-55.1% |
| Admin fee / account holder | $4,681 | $2,220+110.8% | $10,958-57.3% | $1,945+140.7% |