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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 | $31,606 | $80,705-60.8% | $115,768-72.7% | $67,986-53.5% |
| Participation rate | 16.3% | 63.0%-46.7pp | 74.4%-58.1pp | 57.2%-40.9pp |
| Annual return | 13.97% | 18.49%-4.5pp | 100.46%-86.5pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $678 | $3,559-80.9% | $4,917-86.2% | $3,358-79.8% |
| Admin fee / account holder | $1,794 | $4,135-56.6% | $12,439-85.6% | $3,203-44.0% |