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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 | $27,051 | $87,834-69.2% | $133,975-79.8% | $62,881-57.0% |
| Participation rate | 49.1% | 83.4%-34.3pp | 87.1%-38.0pp | 69.3%-20.2pp |
| Annual return | 5.87% | 12.05%-6.2pp | 29.29%-23.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,093 | $4,812-77.3% | $6,282-82.6% | $3,203-65.9% |
| Admin fee / account holder | $1,857 | $5,372-65.4% | $9,324-80.1% | $4,296-56.8% |