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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 | $13,876 | $48,364-71.3% | $71,796-80.7% | $62,881-77.9% |
| Participation rate | 27.6% | 60.6%-33.0pp | 69.1%-41.5pp | 69.3%-41.7pp |
| Annual return | 28.97% | 13.16%+15.8pp | 78.04%-49.1pp | 20.14%+8.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $511 | $2,091-75.6% | $2,794-81.7% | $3,203-84.1% |
| Admin fee / account holder | $1,050 | $3,771-72.2% | $4,815-78.2% | $4,296-75.6% |