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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 | $16,772 | $116,190-85.6% | $93,614-82.1% | $152,885-89.0% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 18.71% | 35.96%-17.3pp | 32.76%-14.1pp | 345.39%-326.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $860 | $4,604-81.3% | $4,069-78.9% | $5,851-85.3% |
| Admin fee / account holder | $9,498 | $10,749-11.6% | $7,889+20.4% | $11,598-18.1% |