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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 | $36,472 | $130,795-72.1% | $173,730-79.0% | $64,728-43.7% |
| Participation rate | 13.1% | 69.9%-56.8pp | 79.6%-66.5pp | 57.9%-44.8pp |
| Annual return | 14.68% | 13.01%+1.7pp | 19.96%-5.3pp | 49.38%-34.7pp |
| Employer contribution / active EE | $0 | $2,914-100.0% | $4,577-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $534 | $3,477-84.7% | $6,326-91.6% | $2,729-80.4% |
| Admin fee / account holder | $13,719 | $1,356+911.8% | $17,523-21.7% | $1,145+1098.1% |