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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 | $13,784 | $63,342-78.2% | $92,236-85.1% | $70,131-80.3% |
| Participation rate | 47.2% | 68.7%-21.5pp | 76.5%-29.3pp | 69.5%-22.3pp |
| Annual return | 14.52% | 530.15%-515.6pp | 176.29%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $728 | $2,854-74.5% | $3,897-81.3% | $3,332-78.2% |
| Admin fee / account holder | $4,187 | $3,840+9.0% | $5,194-19.4% | $4,645-9.9% |