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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 | $14,728 | $85,766-82.8% | $136,298-89.2% | $70,126-79.0% |
| Participation rate | 14.6% | 74.2%-59.5pp | 81.9%-67.3pp | 69.5%-54.9pp |
| Annual return | 17.71% | 31.46%-13.7pp | 5156.27%-5138.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $516 | $2,966-82.6% | $4,696-89.0% | $2,343-78.0% |
| Participant deferral / active EE | $619 | $5,051-87.8% | $6,247-90.1% | $3,332-81.4% |
| Admin fee / account holder | $814 | $5,421-85.0% | $9,244-91.2% | $4,645-82.5% |