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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 | $16,281 | $79,223-79.4% | $102,460-84.1% | $74,478-78.1% |
| Participation rate | 11.7% | 74.8%-63.1pp | 76.5%-64.8pp | 67.2%-55.6pp |
| Annual return | 16.03% | 54.98%-39.0pp | 29.47%-13.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $951 | $4,417-78.5% | $5,056-81.2% | $4,350-78.1% |
| Admin fee / account holder | $1,416 | $2,003-29.3% | $9,460-85.0% | $1,946-27.3% |