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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 | $10,802 | $58,828-81.6% | $78,002-86.2% | $62,881-82.8% |
| Participation rate | 45.7% | 71.1%-25.3pp | 75.5%-29.8pp | 69.3%-23.6pp |
| Annual return | 15.18% | 17.16%-2.0pp | 425.99%-410.8pp | 20.14%-5.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $671 | $2,686-75.0% | $3,497-80.8% | $3,203-79.1% |
| Admin fee / account holder | $2,776 | $4,393-36.8% | $5,481-49.4% | $4,296-35.4% |