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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 | $14,771 | $89,259-83.5% | $107,187-86.2% | $82,637-82.1% |
| Participation rate | 24.2% | 67.9%-43.8pp | 75.0%-50.8pp | 68.1%-43.9pp |
| Annual return | 15.07% | 21.02%-6.0pp | 204.55%-189.5pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,124 | $4,037-72.1% | $5,096-77.9% | $4,126-72.7% |
| Admin fee / account holder | $8,098 | $7,381+9.7% | $9,162-11.6% | $7,339+10.3% |