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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 | $19,758 | $97,550-79.7% | $120,344-83.6% | $87,485-77.4% |
| Participation rate | 20.7% | 72.8%-52.1pp | 76.7%-56.0pp | 68.9%-48.2pp |
| Annual return | 12.31% | 18.41%-6.1pp | 20.30%-8.0pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $702 | $4,230-83.4% | $5,135-86.3% | $4,274-83.6% |
| Admin fee / account holder | $14,463 | $9,543+51.6% | $12,742+13.5% | $7,775+86.0% |