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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 | $14,147 | $65,696-78.5% | $56,429-74.9% | $147,586-90.4% |
| Participation rate | 66.7% | 85.5%-18.9pp | 80.0%-13.4pp | 82.8%-16.2pp |
| Annual return | 11.03% | 13.32%-2.3pp | 19.04%-8.0pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,978 | $4,121-52.0% | $3,405-41.9% | $4,876-59.4% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,582 | $5,947-39.8% | $4,466-19.8% | $10,886-67.1% |