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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 | $18,881 | $88,672-78.7% | $105,223-82.1% | $82,448-77.1% |
| Participation rate | 15.1% | 67.9%-52.8pp | 75.0%-60.0pp | 68.1%-53.0pp |
| Annual return | 13.14% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,033 | $4,036-74.4% | $5,072-79.6% | $4,139-75.0% |
| Admin fee / account holder | $8,799 | $7,146+23.1% | $8,859-0.7% | $7,234+21.6% |