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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 | $22,197 | $79,557-72.1% | $118,746-81.3% | $70,126-68.3% |
| Participation rate | 34.5% | 71.4%-36.8pp | 78.3%-43.7pp | 69.5%-35.0pp |
| Annual return | 13.61% | 25.64%-12.0pp | 24.54%-10.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,019 | $4,089-75.1% | $5,332-80.9% | $3,332-69.4% |
| Admin fee / account holder | $3,514 | $5,374-34.6% | $10,720-67.2% | $4,645-24.4% |