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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 | $23,706 | $152,612-84.5% | $125,192-81.1% | $152,897-84.5% |
| Participation rate | 36.4% | 83.3%-47.0pp | 79.8%-43.4pp | 82.5%-46.1pp |
| Annual return | 15.09% | 54.85%-39.8pp | 43.79%-28.7pp | 345.43%-330.3pp |
| Employer contribution / active EE | $1,175 | $4,947-76.2% | $3,866-69.6% | $4,764-75.3% |
| Participant deferral / active EE | $1,201 | $5,868-79.5% | $4,937-75.7% | $5,851-79.5% |
| Admin fee / account holder | $28,535 | $13,437+112.4% | $9,704+194.1% | $11,599+146.0% |