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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 | $25,338 | $93,345-72.9% | $119,126-78.7% | $87,485-71.0% |
| Participation rate | 2.5% | 68.7%-66.3pp | 75.8%-73.3pp | 68.9%-66.5pp |
| Annual return | 17.34% | 19.08%-1.7pp | 282.11%-264.8pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $320 | $4,099-92.2% | $5,318-94.0% | $4,274-92.5% |
| Admin fee / account holder | $4,896 | $8,039-39.1% | $10,693-54.2% | $7,775-37.0% |