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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 | $13,417 | $102,385-86.9% | $147,080-90.9% | $80,935-83.4% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.7%-1.9pp |
| Annual return | 24.34% | 135.09%-110.8pp | 420.17%-395.8pp | 35.66%-11.3pp |
| Employer contribution / active EE | $1,735 | $3,717-53.3% | $4,933-64.8% | $2,757-37.1% |
| Participant deferral / active EE | $2,524 | $6,651-62.1% | $8,066-68.7% | $4,299-41.3% |
| Admin fee / account holder | $2,799 | $7,951-64.8% | $12,989-78.5% | $6,924-59.6% |