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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 | $20,980 | $89,259-76.5% | $107,187-80.4% | $82,637-74.6% |
| Participation rate | 15.3% | 67.9%-52.6pp | 75.0%-59.7pp | 68.1%-52.7pp |
| Annual return | 18.52% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $608 | $4,037-84.9% | $5,096-88.1% | $4,126-85.3% |
| Admin fee / account holder | $2,660 | $7,381-64.0% | $9,162-71.0% | $7,339-63.7% |