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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 | $33,536 | $76,383-56.1% | $121,663-72.4% | $64,340-47.9% |
| Participation rate | 39.3% | 60.4%-21.1pp | 74.5%-35.2pp | 55.2%-16.0pp |
| Annual return | 13.10% | 16.98%-3.9pp | 147.54%-134.4pp | 24.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,126 | $3,149-64.2% | $4,887-77.0% | $2,980-62.2% |
| Admin fee / account holder | $17,702 | $4,142+327.4% | $14,289+23.9% | $3,703+378.1% |