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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 | $21,998 | $177,353-87.6% | $158,226-86.1% | $198,609-88.9% |
| Participation rate | 36.8% | 77.0%-40.2pp | 74.8%-38.0pp | 82.4%-45.5pp |
| Annual return | 11.92% | 599.50%-587.6pp | 501.41%-489.5pp | 202.70%-190.8pp |
| Employer contribution / active EE | $618 | $3,239-80.9% | $2,986-79.3% | $5,055-87.8% |
| Participant deferral / active EE | $833 | $4,615-81.9% | $4,317-80.7% | $6,977-88.1% |
| Admin fee / account holder | $3,029 | $10,960-72.4% | $10,217-70.4% | $19,030-84.1% |