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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 | $14,260 | $102,422-86.1% | $147,117-90.3% | $80,959-82.4% |
| Participation rate | 35.3% | 75.9%-40.6pp | 82.2%-46.9pp | 67.7%-32.4pp |
| Annual return | 17.25% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,387 | $6,652-79.2% | $8,065-82.8% | $4,300-67.8% |
| Admin fee / account holder | $369 | $7,953-95.4% | $12,993-97.2% | $6,925-94.7% |