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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 | $12,710 | $46,464-72.6% | $150,298-91.5% | $79,634-84.0% |
| Participation rate | 13.6% | 57.0%-43.4pp | 77.8%-64.2pp | 62.5%-48.9pp |
| Annual return | 17.46% | 27.89%-10.4pp | 62.79%-45.3pp | 36.46%-19.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $425 | $2,157-80.3% | $5,453-92.2% | $3,835-88.9% |
| Admin fee / account holder | $836 | $891-6.1% | $14,116-94.1% | $1,002-16.5% |