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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 | $14,111 | $211,288-93.3% | $178,540-92.1% | $145,884-90.3% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.8pp |
| Annual return | 10.36% | 30.27%-19.9pp | 27.15%-16.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,171 | $6,967-83.2% | $6,281-81.4% | $6,690-82.5% |
| Admin fee / account holder | $4,278 | $12,105-64.7% | $10,424-59.0% | $13,392-68.1% |