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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 | $19,126 | $79,223-75.9% | $102,460-81.3% | $74,478-74.3% |
| Participation rate | 41.8% | 74.8%-32.9pp | 76.5%-34.7pp | 67.2%-25.4pp |
| Annual return | 14.56% | 54.98%-40.4pp | 29.47%-14.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,034 | $2,363-56.2% | $3,025-65.8% | $2,626-60.6% |
| Participant deferral / active EE | $2,036 | $4,417-53.9% | $5,056-59.7% | $4,350-53.2% |
| Admin fee / account holder | $1,530 | $2,003-23.6% | $9,460-83.8% | $1,946-21.4% |