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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 | $24,061 | $82,879-71.0% | $96,576-75.1% | $67,986-64.6% |
| Participation rate | 43.9% | 75.2%-31.2pp | 81.4%-37.5pp | 57.2%-13.3pp |
| Annual return | 19.92% | 36.90%-17.0pp | 38.47%-18.6pp | 31.67%-11.7pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,227 | $6,976-68.1% | $7,956-72.0% | $3,358-33.7% |
| Admin fee / account holder | $418 | $2,783-85.0% | $11,381-96.3% | $3,203-87.0% |