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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 | $22,482 | $81,208-72.3% | $98,920-77.3% | $79,852-71.8% |
| Participation rate | 44.8% | 72.5%-27.7pp | 76.0%-31.2pp | 69.6%-24.8pp |
| Annual return | 20.19% | 60.99%-40.8pp | 196.47%-176.3pp | 31.72%-11.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,157 | $3,265-64.6% | $4,245-72.7% | $3,740-69.1% |
| Admin fee / account holder | $1,132 | $6,013-81.2% | $6,643-83.0% | $5,306-78.7% |