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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 | $23,585 | $78,428-69.9% | $95,960-75.4% | $79,852-70.5% |
| Participation rate | 16.7% | 73.5%-56.8pp | 77.1%-60.4pp | 69.6%-53.0pp |
| Annual return | 18.59% | 19.37%-0.8pp | 91.63%-73.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,399 | $3,440-59.3% | $4,167-66.4% | $3,740-62.6% |
| Admin fee / account holder | $4,112 | $5,622-26.9% | $6,797-39.5% | $5,306-22.5% |