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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 | $24,571 | $94,529-74.0% | $140,019-82.5% | $64,181-61.7% |
| Participation rate | 57.5% | 84.1%-26.6pp | 87.5%-30.0pp | 69.6%-12.1pp |
| Annual return | 1.31% | 7.77%-6.5pp | 651.15%-649.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $984 | $5,250-81.3% | $6,927-85.8% | $3,470-71.6% |
| Admin fee / account holder | $4,360 | $6,741-35.3% | $10,705-59.3% | $4,887-10.8% |