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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 | $23,253 | $79,867-70.9% | $120,344-80.7% | $64,340-63.9% |
| Participation rate | 9.0% | 63.0%-54.0pp | 76.7%-67.7pp | 55.2%-46.2pp |
| Annual return | 13.95% | 21.10%-7.2pp | 20.30%-6.4pp | 24.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $416 | $3,593-88.4% | $5,135-91.9% | $2,980-86.0% |
| Admin fee / account holder | $675 | $5,039-86.6% | $12,742-94.7% | $3,703-81.8% |