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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 | $13,199 | $78,027-83.1% | $178,528-92.6% | $80,925-83.7% |
| Participation rate | 24.1% | 65.7%-41.5pp | 77.1%-53.0pp | 67.7%-43.5pp |
| Annual return | 16.79% | 18.09%-1.3pp | 27.11%-10.3pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,404 | $4,408-68.1% | $6,278-77.6% | $4,299-67.3% |
| Admin fee / account holder | $1,397 | $7,168-80.5% | $10,419-86.6% | $6,940-79.9% |