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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 | $10,324 | $46,877-78.0% | $122,354-91.6% | $70,124-85.3% |
| Participation rate | 17.0% | 58.2%-41.2pp | 71.6%-54.7pp | 69.5%-52.6pp |
| Annual return | 15.29% | 24.22%-8.9pp | 30.28%-15.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $551 | $2,167-74.6% | $3,287-83.2% | $3,332-83.5% |
| Admin fee / account holder | $388 | $3,324-88.3% | $5,479-92.9% | $4,645-91.6% |