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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 | $20,595 | $64,501-68.1% | $108,753-81.1% | $65,306-68.5% |
| Participation rate | 17.4% | 50.8%-33.4pp | 71.1%-53.7pp | 57.7%-40.2pp |
| Annual return | 18.17% | 21.09%-2.9pp | 37.47%-19.3pp | 21.94%-3.8pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $878 | $2,401-63.4% | $4,115-78.7% | $2,959-70.3% |
| Admin fee / account holder | $491 | $4,971-90.1% | $10,320-95.2% | $3,480-85.9% |