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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 | $22,363 | $125,797-82.2% | $170,043-86.8% | $75,173-70.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.0%-37.0pp | 67.2%-17.2pp |
| Annual return | 23.71% | 27.20%-3.5pp | 53.40%-29.7pp | 160.72%-137.0pp |
| Employer contribution / active EE | $1,772 | $4,616-61.6% | $6,790-73.9% | $2,671-33.6% |
| Participant deferral / active EE | $2,648 | $6,838-61.3% | $10,410-74.6% | $4,126-35.8% |
| Admin fee / account holder | $1,901 | $8,177-76.7% | $12,824-85.2% | $5,651-66.4% |