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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 | $17,346 | $54,541-68.2% | $78,778-78.0% | $70,131-75.3% |
| Participation rate | 19.7% | 60.8%-41.1pp | 69.2%-49.5pp | 69.5%-49.9pp |
| Annual return | 49.65% | 21.07%+28.6pp | 35.62%+14.0pp | 73.14%-23.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $831 | $2,210-62.4% | $2,958-71.9% | $3,332-75.1% |
| Admin fee / account holder | $4,361 | $3,709+17.6% | $5,134-15.1% | $4,645-6.1% |