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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 | $23,853 | $125,797-81.0% | $170,043-86.0% | $75,173-68.3% |
| Participation rate | 65.4% | 83.6%-18.2pp | 87.0%-21.6pp | 67.2%-1.8pp |
| Annual return | 23.16% | 27.20%-4.0pp | 53.40%-30.2pp | 160.72%-137.6pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,546 | $6,838-62.8% | $10,410-75.5% | $4,126-38.3% |
| Admin fee / account holder | $1,558 | $8,177-80.9% | $12,824-87.8% | $5,651-72.4% |