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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 | $32,978 | $138,385-76.2% | $184,243-82.1% | $80,925-59.2% |
| Participation rate | 50.6% | 83.9%-33.3pp | 86.8%-36.3pp | 67.7%-17.1pp |
| Annual return | 18.48% | 20.02%-1.5pp | 28.82%-10.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $712 | $7,075-89.9% | $9,132-92.2% | $4,299-83.4% |
| Admin fee / account holder | $5,079 | $10,489-51.6% | $13,914-63.5% | $6,940-26.8% |