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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 | $21,810 | $65,041-66.5% | $90,965-76.0% | $79,858-72.7% |
| Participation rate | 22.6% | 61.6%-39.0pp | 69.0%-46.4pp | 69.6%-47.1pp |
| Annual return | 16.18% | 30.45%-14.3pp | 134.57%-118.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $354 | $2,512-85.9% | $3,373-89.5% | $3,740-90.5% |
| Admin fee / account holder | $795 | $4,536-82.5% | $5,960-86.7% | $5,306-85.0% |