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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 | $18,914 | $48,364-60.9% | $71,796-73.7% | $62,881-69.9% |
| Participation rate | 35.5% | 60.6%-25.1pp | 69.1%-33.6pp | 69.3%-33.8pp |
| Annual return | 7.31% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $476 | $2,091-77.3% | $2,794-83.0% | $3,203-85.1% |
| Admin fee / account holder | $4,200 | $3,771+11.4% | $4,815-12.8% | $4,296-2.2% |