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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 | $22,375 | $106,524-79.0% | $152,301-85.3% | $87,485-74.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.4%-42.4pp | 68.9%-28.9pp |
| Annual return | 0.00% | 26.89%-26.9pp | 80.50%-80.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $624 | $3,371-81.5% | $4,624-86.5% | $2,596-76.0% |
| Participant deferral / active EE | $1,341 | $6,525-79.4% | $8,004-83.2% | $4,274-68.6% |
| Admin fee / account holder | $2,994 | $8,287-63.9% | $14,398-79.2% | $7,775-61.5% |