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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 | $17,286 | $85,766-79.8% | $136,298-87.3% | $70,126-75.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 23.35% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $1,553 | $2,966-47.7% | $4,696-66.9% | $2,343-33.7% |
| Participant deferral / active EE | $2,133 | $5,051-57.8% | $6,247-65.9% | $3,332-36.0% |
| Admin fee / account holder | $1,803 | $5,421-66.7% | $9,244-80.5% | $4,645-61.2% |