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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 | $19,407 | $89,259-78.3% | $107,187-81.9% | $82,637-76.5% |
| Participation rate | 17.0% | 67.9%-50.9pp | 75.0%-58.0pp | 68.1%-51.0pp |
| Annual return | 17.69% | 21.02%-3.3pp | 204.55%-186.9pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $940 | $4,037-76.7% | $5,096-81.6% | $4,126-77.2% |
| Admin fee / account holder | $632 | $7,381-91.4% | $9,162-93.1% | $7,339-91.4% |