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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 | $12,392 | $73,459-83.1% | $178,449-93.1% | $74,400-83.3% |
| Participation rate | 40.7% | 66.6%-25.9pp | 77.1%-36.4pp | 67.2%-26.5pp |
| Annual return | 12.82% | 17.50%-4.7pp | 27.09%-14.3pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,951-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $829 | $4,515-81.6% | $6,277-86.8% | $4,348-80.9% |
| Admin fee / account holder | $1,853 | $1,812+2.3% | $10,362-82.1% | $1,944-4.6% |