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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 | $18,153 | $80,674-77.5% | $119,126-84.8% | $64,340-71.8% |
| Participation rate | 19.6% | 55.2%-35.6pp | 75.8%-56.1pp | 55.2%-35.6pp |
| Annual return | 14.34% | 26.86%-12.5pp | 282.11%-267.8pp | 24.14%-9.8pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $563 | $3,053-81.6% | $5,318-89.4% | $2,980-81.1% |
| Admin fee / account holder | $1,484 | $4,559-67.5% | $10,693-86.1% | $3,703-59.9% |