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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 | $26,696 | $79,181-66.3% | $102,423-73.9% | $74,429-64.1% |
| Participation rate | 28.3% | 74.8%-46.5pp | 76.5%-48.2pp | 67.2%-38.9pp |
| Annual return | 27.55% | 54.97%-27.4pp | 29.42%-1.9pp | 1368.38%-1340.8pp |
| Employer contribution / active EE | $1,089 | $2,362-53.9% | $3,023-64.0% | $2,625-58.5% |
| Participant deferral / active EE | $1,645 | $4,416-62.8% | $5,054-67.5% | $4,348-62.2% |
| Admin fee / account holder | $569 | $2,002-71.6% | $9,455-94.0% | $1,944-70.7% |