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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 | $13,671 | $72,492-81.1% | $87,104-84.3% | $72,975-81.3% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.9%-37.5pp | 69.5%-30.1pp |
| Annual return | 17.93% | 24.46%-6.5pp | 28.19%-10.3pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $551 | $3,270-83.1% | $4,048-86.4% | $3,608-84.7% |
| Admin fee / account holder | $1,005 | $5,055-80.1% | $7,491-86.6% | $5,124-80.4% |