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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 | $26,178 | $66,319-60.5% | $93,621-72.0% | $65,186-59.8% |
| Participation rate | 11.1% | 74.0%-62.9pp | 75.8%-64.7pp | 70.2%-59.1pp |
| Annual return | 20.42% | 42.59%-22.2pp | 32.76%-12.3pp | 29.39%-9.0pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $620 | $3,343-81.4% | $4,070-84.8% | $3,514-82.3% |
| Admin fee / account holder | $2,632 | $6,900-61.8% | $7,890-66.6% | $847+210.7% |