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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 | $10,505 | $87,132-87.9% | $105,624-90.1% | $80,959-87.0% |
| Participation rate | 17.5% | 70.4%-52.9pp | 75.3%-57.8pp | 67.7%-50.2pp |
| Annual return | 11.37% | 17.03%-5.7pp | 116.20%-104.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,058 | $3,985-73.5% | $5,013-78.9% | $4,300-75.4% |
| Admin fee / account holder | $17,409 | $8,449+106.1% | $10,961+58.8% | $6,925+151.4% |