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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 | $32,146 | $95,404-66.3% | $113,397-71.7% | $82,637-61.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 14.59% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,863 | $4,220-55.8% | $5,076-63.3% | $4,126-54.8% |
| Admin fee / account holder | $8,539 | $9,168-6.9% | $11,957-28.6% | $7,339+16.4% |