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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 | $15,384 | $199,109-92.3% | $173,730-91.1% | $154,746-90.1% |
| Participation rate | 18.8% | 82.8%-64.1pp | 79.6%-60.8pp | 80.7%-62.0pp |
| Annual return | 16.64% | 20.02%-3.4pp | 19.96%-3.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $704 | $7,113-90.1% | $6,326-88.9% | $6,730-89.5% |
| Admin fee / account holder | $12,989 | $20,916-37.9% | $17,523-25.9% | $14,365-9.6% |