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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 | $32,229 | $97,648-67.0% | $121,663-73.5% | $87,485-63.2% |
| Participation rate | 17.6% | 70.5%-52.9pp | 74.5%-56.9pp | 68.9%-51.4pp |
| Annual return | 17.51% | 18.03%-0.5pp | 147.54%-130.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $829 | $3,923-78.9% | $4,887-83.0% | $4,274-80.6% |
| Admin fee / account holder | $1,803 | $11,100-83.8% | $14,289-87.4% | $7,775-76.8% |