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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 | $13,675 | $106,524-87.2% | $152,301-91.0% | $87,485-84.4% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.4%-21.2pp | 68.9%-7.6pp |
| Annual return | 14.49% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,863 | $6,525-71.4% | $8,004-76.7% | $4,274-56.4% |
| Admin fee / account holder | $4,427 | $8,287-46.6% | $14,398-69.3% | $7,775-43.1% |