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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 | $28,305 | $101,795-72.2% | $165,100-82.9% | $80,959-65.0% |
| Participation rate | 44.1% | 71.8%-27.7pp | 78.6%-34.5pp | 67.7%-23.6pp |
| Annual return | 13.84% | 16.73%-2.9pp | 70.21%-56.4pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,309 | $4,476-70.8% | $6,035-78.3% | $4,300-69.6% |
| Admin fee / account holder | $735 | $8,221-91.1% | $12,696-94.2% | $6,925-89.4% |