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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 | $14,236 | $72,177-80.3% | $115,037-87.6% | $59,633-76.1% |
| Participation rate | 22.0% | 72.6%-50.5pp | 81.4%-59.3pp | 68.7%-46.6pp |
| Annual return | 30.36% | 12.02%+18.3pp | 26.14%+4.2pp | 2041.40%-2011.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $804 | $4,783-83.2% | $6,026-86.7% | $3,192-74.8% |
| Admin fee / account holder | $672 | $4,927-86.4% | $8,175-91.8% | $4,297-84.4% |