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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 | $25,447 | $79,189-67.9% | $102,457-75.2% | $74,400-65.8% |
| Participation rate | 35.4% | 74.8%-39.4pp | 76.5%-41.1pp | 67.2%-31.8pp |
| Annual return | 12.59% | 54.98%-42.4pp | 29.41%-16.8pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,580 | $4,415-64.2% | $5,054-68.7% | $4,348-63.7% |
| Admin fee / account holder | $5,316 | $2,002+165.5% | $9,451-43.8% | $1,944+173.5% |