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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 | $17,078 | $62,672-72.7% | $185,117-90.8% | $70,126-75.6% |
| Participation rate | 38.2% | 63.8%-25.5pp | 77.3%-39.0pp | 69.5%-31.3pp |
| Annual return | 13.51% | 40.79%-27.3pp | 40.50%-27.0pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,010 | $3,272-69.1% | $5,045-80.0% | $3,332-69.7% |
| Admin fee / account holder | $7,120 | $3,932+81.1% | $8,159-12.7% | $4,645+53.3% |