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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 | $93,345-79.8% | $119,126-84.2% | $87,485-78.4% |
| Participation rate | 15.1% | 68.7%-53.6pp | 75.8%-60.7pp | 68.9%-53.8pp |
| Annual return | 13.14% | 19.08%-5.9pp | 282.11%-269.0pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,033 | $4,099-74.8% | $5,318-80.6% | $4,274-75.8% |
| Admin fee / account holder | $8,799 | $8,039+9.5% | $10,693-17.7% | $7,775+13.2% |