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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 | $19,194 | $65,027-70.5% | $90,970-78.9% | $79,852-76.0% |
| Participation rate | 30.3% | 61.6%-31.3pp | 69.0%-38.7pp | 69.6%-39.3pp |
| Annual return | 16.69% | 30.45%-13.8pp | 134.58%-117.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,054 | $2,512-58.0% | $3,373-68.7% | $3,740-71.8% |
| Admin fee / account holder | $1,248 | $4,535-72.5% | $5,960-79.1% | $5,306-76.5% |