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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 | $30,671 | $91,559-66.5% | $133,971-77.1% | $79,852-61.6% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | 10.87% | 61.85%-51.0pp | 45.09%-34.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $691 | $3,734-81.5% | $5,047-86.3% | $3,740-81.5% |
| Admin fee / account holder | $24,831 | $6,321+292.8% | $8,929+178.1% | $5,306+368.0% |