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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 | $14,373 | $102,422-86.0% | $147,117-90.2% | $80,959-82.2% |
| Participation rate | 56.5% | 75.9%-19.4pp | 82.2%-25.7pp | 67.7%-11.1pp |
| Annual return | 13.16% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,979 | $6,652-70.3% | $8,065-75.5% | $4,300-54.0% |
| Admin fee / account holder | $1,324 | $7,953-83.4% | $12,993-89.8% | $6,925-80.9% |