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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 | $12,394 | $65,428-81.1% | $169,390-92.7% | $71,511-82.7% |
| Participation rate | 46.4% | 66.9%-20.5pp | 77.2%-30.8pp | 67.9%-21.6pp |
| Annual return | 18.07% | 21.35%-3.3pp | 406.07%-388.0pp | 28.86%-10.8pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,420 | $4,360-67.4% | $6,222-77.2% | $4,291-66.9% |
| Admin fee / account holder | $919 | $1,328-30.8% | $9,015-89.8% | $1,588-42.1% |