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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 | $15,226 | $78,423-80.6% | $95,964-84.1% | $79,856-80.9% |
| Participation rate | 35.3% | 73.5%-38.2pp | 77.1%-41.8pp | 69.6%-34.3pp |
| Annual return | 12.26% | 19.37%-7.1pp | 91.64%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,187 | $3,440-65.5% | $4,167-71.5% | $3,741-68.3% |
| Admin fee / account holder | $5,003 | $5,622-11.0% | $6,797-26.4% | $5,306-5.7% |