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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 | $14,338 | $81,446-82.4% | $103,374-86.1% | $80,874-82.3% |
| Participation rate | 26.9% | 66.9%-39.9pp | 74.5%-47.6pp | 67.6%-40.7pp |
| Annual return | 10.48% | 25.57%-15.1pp | 24.89%-14.4pp | 35.62%-25.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $969 | $3,870-75.0% | $5,058-80.8% | $4,297-77.5% |
| Admin fee / account holder | $1,655 | $6,715-75.4% | $8,394-80.3% | $6,935-76.1% |