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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 | $13,863 | $77,962-82.2% | $178,540-92.2% | $80,935-82.9% |
| Participation rate | 41.8% | 65.7%-23.8pp | 77.1%-35.3pp | 67.7%-25.8pp |
| Annual return | 10.97% | 18.10%-7.1pp | 27.15%-16.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $806 | $4,404-81.7% | $6,281-87.2% | $4,299-81.2% |
| Admin fee / account holder | $3,800 | $7,156-46.9% | $10,424-63.5% | $6,924-45.1% |