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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 | $13,362 | $62,672-78.7% | $185,117-92.8% | $70,126-80.9% |
| Participation rate | 28.6% | 63.8%-35.2pp | 77.3%-48.7pp | 69.5%-41.0pp |
| Annual return | 16.30% | 40.79%-24.5pp | 40.50%-24.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $996 | $3,272-69.6% | $5,045-80.3% | $3,332-70.1% |
| Admin fee / account holder | $625 | $3,932-84.1% | $8,159-92.3% | $4,645-86.5% |