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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 | $14,554 | $79,779-81.8% | $153,741-90.5% | $74,478-80.5% |
| Participation rate | 7.9% | 69.9%-62.1pp | 77.1%-69.2pp | 67.2%-59.3pp |
| Annual return | 17.44% | 15.08%+2.4pp | 15.71%+1.7pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $0 | $4,026-100.0% | $5,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $711 | $5,329-86.7% | $6,757-89.5% | $4,350-83.7% |
| Admin fee / account holder | $7,631 | $1,761+333.4% | $12,749-40.1% | $1,946+292.2% |