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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 | $12,210 | $124,346-90.2% | $111,308-89.0% | $167,536-92.7% |
| Participation rate | 52.2% | 79.6%-27.5pp | 77.3%-25.1pp | 82.1%-29.9pp |
| Annual return | 14.94% | 37.45%-22.5pp | 54.67%-39.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $591 | $5,182-88.6% | $4,487-86.8% | $6,342-90.7% |
| Admin fee / account holder | $10,427 | $10,621-1.8% | $7,965+30.9% | $12,315-15.3% |