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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 | $24,990 | $135,905-81.6% | $126,068-80.2% | $198,609-87.4% |
| Participation rate | 36.4% | 85.6%-49.3pp | 84.7%-48.3pp | 82.4%-46.0pp |
| Annual return | 17.68% | 14.07%+3.6pp | 15.01%+2.7pp | 202.70%-185.0pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,527 | $8,523-70.4% | $8,214-69.2% | $6,977-63.8% |
| Admin fee / account holder | $3,854 | $21,036-81.7% | $18,264-78.9% | $19,030-79.8% |