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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 | $11,825 | $132,099-91.0% | $115,599-89.8% | $138,895-91.5% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.3%-37.9pp | 79.9%-43.6pp |
| Annual return | 10.66% | 176.76%-166.1pp | 111.10%-100.4pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $925 | $5,617-83.5% | $4,889-81.1% | $6,396-85.5% |
| Admin fee / account holder | $2,665 | $15,650-83.0% | $12,841-79.2% | $12,562-78.8% |