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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 | $23,908 | $76,371-68.7% | $93,621-74.5% | $72,976-67.2% |
| Participation rate | 55.6% | 71.8%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 20.05% | 25.82%-5.8pp | 32.76%-12.7pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,059 | $3,538-70.1% | $4,070-74.0% | $3,608-70.7% |
| Admin fee / account holder | $6,200 | $6,839-9.4% | $7,890-21.4% | $5,124+21.0% |