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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 | $35,224 | $109,359-67.8% | $162,185-78.3% | $72,976-51.7% |
| Participation rate | 45.2% | 84.3%-39.1pp | 87.6%-42.4pp | 69.5%-24.3pp |
| Annual return | 17.76% | 25.46%-7.7pp | 115.61%-97.9pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $876 | $5,481-84.0% | $7,297-88.0% | $3,608-75.7% |
| Admin fee / account holder | $899 | $7,972-88.7% | $10,844-91.7% | $5,124-82.4% |