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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 | $24,679 | $101,539-75.7% | $147,041-83.2% | $74,400-66.8% |
| Participation rate | 34.8% | 75.5%-40.8pp | 82.2%-47.4pp | 67.2%-32.5pp |
| Annual return | 16.28% | 8740.84%-8724.6pp | 419.21%-402.9pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $967 | $3,811-74.6% | $4,935-80.4% | $2,624-63.1% |
| Participant deferral / active EE | $2,221 | $7,304-69.6% | $8,071-72.5% | $4,348-48.9% |
| Admin fee / account holder | $1,207 | $1,749-31.0% | $13,006-90.7% | $1,944-37.9% |