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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 | $17,157 | $89,367-80.8% | $141,191-87.8% | $72,975-76.5% |
| Participation rate | 36.1% | 75.1%-39.0pp | 82.5%-46.4pp | 69.5%-33.4pp |
| Annual return | 31.20% | 111.87%-80.7pp | 71.41%-40.2pp | 81.01%-49.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,580 | $5,419-70.8% | $6,710-76.5% | $3,608-56.2% |
| Admin fee / account holder | $1,375 | $5,957-76.9% | $10,264-86.6% | $5,124-73.2% |