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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 | $30,581 | $137,414-77.7% | $189,537-83.9% | $85,847-64.4% |
| Participation rate | 55.6% | 84.6%-29.1pp | 87.8%-32.2pp | 69.3%-13.8pp |
| Annual return | 11.72% | 38.14%-26.4pp | 555.34%-543.6pp | 318.61%-306.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $910 | $6,260-85.5% | $8,220-88.9% | $3,952-77.0% |
| Admin fee / account holder | $8,430 | $8,630-2.3% | $12,048-30.0% | $6,261+34.6% |