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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 | $21,995 | $54,245-59.5% | $93,727-76.5% | $77,762-71.7% |
| Participation rate | 21.6% | 63.9%-42.4pp | 68.7%-47.1pp | 70.6%-49.0pp |
| Annual return | 11.57% | 30.58%-19.0pp | 133.83%-122.3pp | 31.27%-19.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,339 | $3,144-57.4% | $4,417-69.7% | $4,651-71.2% |
| Admin fee / account holder | $2,594 | $575+350.8% | $8,292-68.7% | $433+499.2% |