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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 | $28,857 | $87,834-67.1% | $133,975-78.5% | $62,881-54.1% |
| Participation rate | 36.7% | 83.4%-46.6pp | 87.1%-50.3pp | 69.3%-32.6pp |
| Annual return | 6.17% | 12.05%-5.9pp | 29.29%-23.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $791 | $4,812-83.6% | $6,282-87.4% | $3,203-75.3% |
| Admin fee / account holder | $609 | $5,372-88.7% | $9,324-93.5% | $4,296-85.8% |