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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 | $20,562 | $56,197-63.4% | $67,652-69.6% | $59,633-65.5% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | 1.66% | 18508.10%-18506.4pp | 6625.40%-6623.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $564 | $1,615-65.1% | $2,266-75.1% | $2,203-74.4% |
| Participant deferral / active EE | $1,163 | $2,844-59.1% | $3,560-67.3% | $3,192-63.6% |
| Admin fee / account holder | $937 | $3,958-76.3% | $4,821-80.6% | $4,297-78.2% |