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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 | $101,653-75.7% | $147,080-83.2% | $74,459-66.9% |
| Participation rate | 34.8% | 75.6%-40.8pp | 82.2%-47.4pp | 67.2%-32.5pp |
| Annual return | 16.28% | 8754.98%-8738.7pp | 420.17%-403.9pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $967 | $3,813-74.6% | $4,933-80.4% | $2,626-63.2% |
| Participant deferral / active EE | $2,221 | $7,304-69.6% | $8,066-72.5% | $4,350-48.9% |
| Admin fee / account holder | $1,207 | $1,752-31.1% | $12,989-90.7% | $1,945-37.9% |