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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 | $20,544 | $102,429-79.9% | $147,096-86.0% | $80,925-74.6% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 17.78% | 135.02%-117.2pp | 419.75%-402.0pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,639 | $6,649-75.3% | $8,071-79.7% | $4,299-61.9% |
| Admin fee / account holder | $539 | $7,957-93.2% | $13,005-95.9% | $6,940-92.2% |