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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 | $19,479 | $80,753-75.9% | $136,298-85.7% | $62,293-68.7% |
| Participation rate | 39.8% | 73.5%-33.7pp | 81.9%-42.1pp | 69.5%-29.7pp |
| Annual return | 15.78% | 35.83%-20.1pp | 5156.27%-5140.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $876 | $2,884-69.6% | $4,696-81.3% | $2,042-57.1% |
| Participant deferral / active EE | $1,369 | $5,164-73.5% | $6,247-78.1% | $3,169-56.8% |
| Admin fee / account holder | $1,566 | $525+198.0% | $9,244-83.1% | $479+226.7% |