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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 | $19,137 | $124,346-84.6% | $111,308-82.8% | $167,536-88.6% |
| Participation rate | 52.9% | 79.6%-26.7pp | 77.3%-24.4pp | 82.1%-29.2pp |
| Annual return | 10.62% | 37.45%-26.8pp | 54.67%-44.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $950 | $5,182-81.7% | $4,487-78.8% | $6,342-85.0% |
| Admin fee / account holder | $1,096 | $10,621-89.7% | $7,965-86.2% | $12,315-91.1% |