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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 | $14,257 | $101,795-86.0% | $165,100-91.4% | $80,959-82.4% |
| Participation rate | 40.7% | 71.8%-31.1pp | 78.6%-37.9pp | 67.7%-26.9pp |
| Annual return | 11.23% | 16.73%-5.5pp | 70.21%-59.0pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $971 | $4,476-78.3% | $6,035-83.9% | $4,300-77.4% |
| Admin fee / account holder | $306 | $8,221-96.3% | $12,696-97.6% | $6,925-95.6% |