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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 | $13,222 | $80,985-83.7% | $96,576-86.3% | $75,181-82.4% |
| Participation rate | 32.4% | 71.8%-39.3pp | 76.0%-43.5pp | 67.2%-34.8pp |
| Annual return | 14.60% | 27.05%-12.4pp | 25.87%-11.3pp | 160.69%-146.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,564 | $3,929-60.2% | $4,851-67.8% | $4,126-62.1% |
| Admin fee / account holder | $1,216 | $6,719-81.9% | $8,253-85.3% | $5,650-78.5% |