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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 | $15,927 | $80,992-80.3% | $96,534-83.5% | $75,173-78.8% |
| Participation rate | 57.4% | 71.8%-14.4pp | 76.0%-18.6pp | 67.2%-9.8pp |
| Annual return | 14.14% | 27.05%-12.9pp | 25.88%-11.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $7,214 | $2,283+216.1% | $2,965+143.3% | $2,671+170.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,339 | $6,717+39.0% | $8,253+13.2% | $5,651+65.3% |