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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 | $24,343 | $152,612-84.0% | $125,192-80.6% | $152,897-84.1% |
| Participation rate | 16.7% | 83.3%-66.7pp | 79.8%-63.1pp | 82.5%-65.8pp |
| Annual return | 15.48% | 54.85%-39.4pp | 43.79%-28.3pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,594 | $5,868-72.8% | $4,937-67.7% | $5,851-72.8% |
| Admin fee / account holder | $6,226 | $13,437-53.7% | $9,704-35.8% | $11,599-46.3% |