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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 | $24,265 | $96,268-74.8% | $143,412-83.1% | $86,983-72.1% |
| Participation rate | 29.6% | 74.6%-45.0pp | 78.5%-48.8pp | 69.5%-39.9pp |
| Annual return | 19.15% | 25.47%-6.3pp | 256.99%-237.8pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,748-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,381 | $6,001-77.0% | $6,816-79.7% | $4,194-67.1% |
| Admin fee / account holder | $4,035 | $7,778-48.1% | $11,396-64.6% | $7,856-48.6% |