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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 | $37,286 | $123,793-69.9% | $177,848-79.0% | $79,856-53.3% |
| Participation rate | 47.8% | 84.7%-36.8pp | 87.7%-39.9pp | 69.6%-21.8pp |
| Annual return | 14.83% | 22.82%-8.0pp | 48.33%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $934 | $5,956-84.3% | $7,714-87.9% | $3,741-75.0% |
| Admin fee / account holder | $425 | $7,243-94.1% | $12,431-96.6% | $5,306-92.0% |