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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 | $88,672-78.1% | $105,223-81.6% | $82,448-76.5% |
| Participation rate | 17.0% | 67.9%-50.9pp | 75.0%-58.0pp | 68.1%-51.0pp |
| Annual return | 17.69% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $940 | $4,036-76.7% | $5,072-81.5% | $4,139-77.3% |
| Admin fee / account holder | $632 | $7,146-91.2% | $8,859-92.9% | $7,234-91.3% |