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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 | $25,052 | $71,523-65.0% | $98,461-74.6% | $71,511-65.0% |
| Participation rate | 16.2% | 72.7%-56.5pp | 75.2%-59.0pp | 67.9%-51.7pp |
| Annual return | 16.77% | 32.43%-15.7pp | 21.17%-4.4pp | 28.86%-12.1pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $212 | $4,109-94.8% | $4,738-95.5% | $4,291-95.1% |
| Admin fee / account holder | $1,111 | $1,676-33.7% | $8,961-87.6% | $1,588-30.0% |