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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 | $14,269 | $48,364-70.5% | $71,796-80.1% | $62,881-77.3% |
| Participation rate | 39.4% | 60.6%-21.2pp | 69.1%-29.7pp | 69.3%-29.9pp |
| Annual return | 9.41% | 13.16%-3.8pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $829 | $2,091-60.3% | $2,794-70.3% | $3,203-74.1% |
| Admin fee / account holder | $625 | $3,771-83.4% | $4,815-87.0% | $4,296-85.5% |