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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 | $22,348 | $124,336-82.0% | $111,303-79.9% | $167,518-86.7% |
| Participation rate | 54.5% | 79.6%-25.1pp | 77.3%-22.8pp | 82.1%-27.6pp |
| Annual return | 13.22% | 37.45%-24.2pp | 54.66%-41.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $987 | $3,436-71.3% | $2,731-63.9% | $4,838-79.6% |
| Participant deferral / active EE | $1,176 | $5,181-77.3% | $4,487-73.8% | $6,342-81.5% |
| Admin fee / account holder | $461 | $10,623-95.7% | $7,966-94.2% | $12,312-96.3% |