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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 | $11,503 | $107,941-89.3% | $91,994-87.5% | $152,909-92.5% |
| Participation rate | 21.1% | 81.2%-60.1pp | 78.6%-57.6pp | 82.5%-61.4pp |
| Annual return | 16.45% | 89.28%-72.8pp | 69.04%-52.6pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $412 | $6,366-93.5% | $5,924-93.0% | $5,851-93.0% |
| Admin fee / account holder | $1,109 | $10,521-89.5% | $7,744-85.7% | $11,601-90.4% |