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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 | $18,167 | $114,712-84.2% | $173,730-89.5% | $87,485-79.2% |
| Participation rate | 17.5% | 73.0%-55.4pp | 79.6%-62.0pp | 68.9%-51.4pp |
| Annual return | 19.27% | 20.18%-0.9pp | 19.96%-0.7pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $743 | $4,642-84.0% | $6,326-88.3% | $4,274-82.6% |
| Admin fee / account holder | $2,960 | $10,210-71.0% | $17,523-83.1% | $7,775-61.9% |