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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 | $26,028 | $91,424-71.5% | $135,942-80.9% | $71,495-63.6% |
| Participation rate | 35.3% | 75.7%-40.3pp | 81.9%-46.6pp | 67.9%-32.6pp |
| Annual return | 18.09% | 29.90%-11.8pp | 68.28%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,855 | $7,092-73.8% | $7,759-76.1% | $4,291-56.8% |
| Admin fee / account holder | $676 | $1,266-46.6% | $10,764-93.7% | $1,588-57.4% |