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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 | $35,204 | $91,760-61.6% | $156,181-77.5% | $67,986-48.2% |
| Participation rate | 35.7% | 65.0%-29.4pp | 78.8%-43.2pp | 57.2%-21.6pp |
| Annual return | 13.19% | 18.14%-4.9pp | 64.87%-51.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,110 | $3,960-72.0% | $6,132-81.9% | $3,358-66.9% |
| Admin fee / account holder | $1,104 | $3,949-72.1% | $14,586-92.4% | $3,203-65.5% |