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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 | $13,153 | $101,798-87.1% | $165,071-92.0% | $80,935-83.7% |
| Participation rate | 33.0% | 71.8%-38.9pp | 78.6%-45.7pp | 67.7%-34.7pp |
| Annual return | 11.74% | 16.73%-5.0pp | 70.17%-58.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,541 | $4,476-65.6% | $6,035-74.5% | $4,299-64.2% |
| Admin fee / account holder | $2,155 | $8,221-73.8% | $12,695-83.0% | $6,924-68.9% |