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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 | $19,988 | $101,798-80.4% | $165,071-87.9% | $80,935-75.3% |
| Participation rate | 41.6% | 71.8%-30.3pp | 78.6%-37.1pp | 67.7%-26.1pp |
| Annual return | 19.02% | 16.73%+2.3pp | 70.17%-51.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,901 | $4,476-57.5% | $6,035-68.5% | $4,299-55.8% |
| Admin fee / account holder | $342 | $8,221-95.8% | $12,695-97.3% | $6,924-95.1% |