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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 | $27,151 | $146,267-81.4% | $197,124-86.2% | $82,448-67.1% |
| Participation rate | 40.7% | 84.0%-43.3pp | 86.7%-46.0pp | 68.1%-27.3pp |
| Annual return | 18.47% | 29.61%-11.1pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,511 | $7,035-64.3% | $9,135-72.5% | $4,139-39.3% |
| Admin fee / account holder | $2,311 | $14,422-84.0% | $16,298-85.8% | $7,234-68.1% |