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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 | $18,256 | $93,345-80.4% | $119,126-84.7% | $87,485-79.1% |
| Participation rate | 10.6% | 68.7%-58.1pp | 75.8%-65.2pp | 68.9%-58.3pp |
| Annual return | 12.86% | 19.08%-6.2pp | 282.11%-269.3pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $669 | $4,099-83.7% | $5,318-87.4% | $4,274-84.3% |
| Admin fee / account holder | $90,305 | $8,039+1023.4% | $10,693+744.5% | $7,775+1061.5% |