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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 | $29,014 | $95,453-69.6% | $112,040-74.1% | $82,448-64.8% |
| Participation rate | 11.6% | 72.8%-61.1pp | 76.5%-64.9pp | 68.1%-56.4pp |
| Annual return | 18.68% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $892 | $4,224-78.9% | $5,098-82.5% | $4,139-78.5% |
| Admin fee / account holder | $1,603 | $9,013-82.2% | $12,098-86.7% | $7,234-77.8% |