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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 | $19,356 | $76,834-74.8% | $108,359-82.1% | $87,485-77.9% |
| Participation rate | 30.9% | 61.7%-30.8pp | 70.1%-39.2pp | 68.9%-38.0pp |
| Annual return | 14.19% | 19.09%-4.9pp | 36.89%-22.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $931 | $3,100-70.0% | $4,137-77.5% | $4,274-78.2% |
| Admin fee / account holder | $2,237 | $6,537-65.8% | $9,741-77.0% | $7,775-71.2% |