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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 | $16,310 | $72,273-77.4% | $101,275-83.9% | $79,856-79.6% |
| Participation rate | 35.1% | 68.5%-33.3pp | 75.8%-40.7pp | 69.6%-34.5pp |
| Annual return | 13.55% | 22.30%-8.7pp | 46.48%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $508 | $3,282-84.5% | $4,371-88.4% | $3,741-86.4% |
| Admin fee / account holder | $410 | $4,401-90.7% | $5,948-93.1% | $5,306-92.3% |