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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 | $24,734 | $86,341-71.4% | $125,192-80.2% | $65,185-62.1% |
| Participation rate | 39.0% | 75.3%-36.3pp | 79.8%-40.8pp | 70.2%-31.2pp |
| Annual return | 19.16% | 27.44%-8.3pp | 43.79%-24.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,129 | $3,538-68.1% | $4,937-77.1% | $3,514-67.9% |
| Admin fee / account holder | $837 | $609+37.3% | $9,704-91.4% | $847-1.2% |