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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 | $19,339 | $102,385-81.1% | $147,080-86.9% | $80,935-76.1% |
| Participation rate | 21.4% | 75.9%-54.4pp | 82.2%-60.8pp | 67.7%-46.2pp |
| Annual return | 35.21% | 135.09%-99.9pp | 420.17%-385.0pp | 35.66%-0.5pp |
| Employer contribution / active EE | $904 | $3,717-75.7% | $4,933-81.7% | $2,757-67.2% |
| Participant deferral / active EE | $1,249 | $6,651-81.2% | $8,066-84.5% | $4,299-71.0% |
| Admin fee / account holder | $365 | $7,951-95.4% | $12,989-97.2% | $6,924-94.7% |