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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 | $12,059 | $80,992-85.1% | $96,534-87.5% | $75,173-84.0% |
| Participation rate | 17.1% | 71.8%-54.6pp | 76.0%-58.8pp | 67.2%-50.1pp |
| Annual return | 14.09% | 27.05%-13.0pp | 25.88%-11.8pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $294 | $3,929-92.5% | $4,851-93.9% | $4,126-92.9% |
| Admin fee / account holder | $2,037 | $6,717-69.7% | $8,253-75.3% | $5,651-64.0% |