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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 | $20,605 | $65,246-68.4% | $98,716-79.1% | $67,986-69.7% |
| Participation rate | 8.7% | 51.4%-42.7pp | 69.3%-60.6pp | 57.2%-48.5pp |
| Annual return | 15.97% | 20.58%-4.6pp | 31.81%-15.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $375 | $2,594-85.5% | $4,048-90.7% | $3,358-88.8% |
| Admin fee / account holder | $6,226 | $4,561+36.5% | $8,703-28.5% | $3,203+94.4% |