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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 | $14,368 | $125,797-88.6% | $170,043-91.6% | $75,173-80.9% |
| Participation rate | 53.7% | 83.6%-29.9pp | 87.0%-33.3pp | 67.2%-13.5pp |
| Annual return | 19.39% | 27.20%-7.8pp | 53.40%-34.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,377 | $6,838-65.2% | $10,410-77.2% | $4,126-42.4% |
| Admin fee / account holder | $728 | $8,177-91.1% | $12,824-94.3% | $5,651-87.1% |