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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 | $19,993 | $88,707-77.5% | $74,184-73.0% | $273,972-92.7% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 11.66% | 11.94%-0.3pp | 17.74%-6.1pp | 41.46%-29.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,001 | $4,212-76.2% | $3,550-71.8% | $5,287-81.1% |
| Admin fee / account holder | $539 | $8,717-93.8% | $5,586-90.4% | $10,133-94.7% |