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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 | $17,685 | $93,617-81.1% | $135,982-87.0% | $75,177-76.5% |
| Participation rate | 40.2% | 75.2%-35.0pp | 81.9%-41.7pp | 67.2%-27.0pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $835 | $3,538-76.4% | $4,859-82.8% | $2,671-68.7% |
| Participant deferral / active EE | $1,756 | $6,406-72.6% | $7,760-77.4% | $4,126-57.4% |
| Admin fee / account holder | $821 | $6,980-88.2% | $10,767-92.4% | $5,651-85.5% |