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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 | $29,066 | $123,793-76.5% | $177,840-83.7% | $79,852-63.6% |
| Participation rate | 35.7% | 84.7%-48.9pp | 87.7%-52.0pp | 69.6%-33.9pp |
| Annual return | 14.82% | 22.82%-8.0pp | 48.32%-33.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,357 | $5,956-77.2% | $7,714-82.4% | $3,740-63.7% |
| Admin fee / account holder | $3,868 | $7,243-46.6% | $12,431-68.9% | $5,306-27.1% |