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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 | $12,837 | $81,487-84.2% | $102,412-87.5% | $80,935-84.1% |
| Participation rate | 26.3% | 66.8%-40.5pp | 74.5%-48.2pp | 67.7%-41.3pp |
| Annual return | 14.67% | 25.60%-10.9pp | 24.94%-10.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $389 | $3,871-90.0% | $5,060-92.3% | $4,299-91.0% |
| Admin fee / account holder | $23,319 | $6,717+247.1% | $8,388+178.0% | $6,924+236.8% |