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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 | $13,764 | $65,364-78.9% | $92,909-85.2% | $72,975-81.1% |
| Participation rate | 30.8% | 68.3%-37.5pp | 76.0%-45.2pp | 69.5%-38.7pp |
| Annual return | 21.40% | 42.11%-20.7pp | 109.44%-88.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $708 | $3,128-77.4% | $4,238-83.3% | $3,608-80.4% |
| Admin fee / account holder | $878 | $4,251-79.3% | $5,795-84.8% | $5,124-82.9% |