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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 | $16,311 | $135,956-88.0% | $123,894-86.8% | $273,972-94.0% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 4.57% | 56.63%-52.1pp | 47.52%-42.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,630 | $6,343-74.3% | $5,984-72.8% | $5,287-69.2% |
| Admin fee / account holder | $14,738 | $9,817+50.1% | $8,357+76.4% | $10,133+45.5% |