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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 | $21,056 | $135,956-84.5% | $123,894-83.0% | $273,972-92.3% |
| Participation rate | 43.8% | 84.1%-40.3pp | 81.4%-37.7pp | 83.0%-39.3pp |
| Annual return | 31.39% | 56.63%-25.2pp | 47.52%-16.1pp | 41.46%-10.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,402 | $6,343-77.9% | $5,984-76.6% | $5,287-73.5% |
| Admin fee / account holder | $3,110 | $9,817-68.3% | $8,357-62.8% | $10,133-69.3% |