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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 | $95,404-79.3% | $113,397-82.6% | $82,637-76.1% |
| Participation rate | 20.7% | 72.8%-52.1pp | 76.5%-55.8pp | 68.1%-47.4pp |
| Annual return | 12.31% | 19.08%-6.8pp | 23.20%-10.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $702 | $4,220-83.4% | $5,076-86.2% | $4,126-83.0% |
| Admin fee / account holder | $14,463 | $9,168+57.8% | $11,957+21.0% | $7,339+97.1% |