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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 | $107,079-77.3% | $151,266-84.0% | $87,485-72.3% |
| Participation rate | 29.6% | 71.1%-41.5pp | 77.0%-47.4pp | 68.9%-39.3pp |
| Annual return | 19.15% | 22.17%-3.0pp | 180.60%-161.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,381 | $5,789-76.1% | $7,337-81.2% | $4,274-67.7% |
| Admin fee / account holder | $4,035 | $8,059-49.9% | $13,159-69.3% | $7,775-48.1% |