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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 | $13,375 | $117,846-88.7% | $102,434-86.9% | $145,884-90.8% |
| Participation rate | 10.0% | 78.6%-68.6pp | 76.5%-66.5pp | 80.3%-70.3pp |
| Annual return | 22.08% | 31.90%-9.8pp | 29.46%-7.4pp | 551.85%-529.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $105 | $5,733-98.2% | $5,055-97.9% | $6,690-98.4% |
| Admin fee / account holder | $6,474 | $13,356-51.5% | $9,462-31.6% | $13,392-51.7% |