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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 | $18,006 | $70,587-74.5% | $124,694-85.6% | $85,851-79.0% |
| Participation rate | 28.6% | 64.4%-35.8pp | 74.6%-46.0pp | 69.3%-40.7pp |
| Annual return | 25.96% | 20688.83%-20662.9pp | 5144.82%-5118.9pp | 318.63%-292.7pp |
| Employer contribution / active EE | $967 | $1,913-49.4% | $3,325-70.9% | $2,565-62.3% |
| Participant deferral / active EE | $1,121 | $2,969-62.2% | $4,615-75.7% | $3,952-71.6% |
| Admin fee / account holder | $302 | $5,282-94.3% | $7,495-96.0% | $6,261-95.2% |