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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 | $37,143 | $109,359-66.0% | $162,185-77.1% | $72,976-49.1% |
| Participation rate | 35.5% | 84.3%-48.8pp | 87.6%-52.1pp | 69.5%-34.0pp |
| Annual return | 23.61% | 25.46%-1.8pp | 115.61%-92.0pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $992 | $5,481-81.9% | $7,297-86.4% | $3,608-72.5% |
| Admin fee / account holder | $1,176 | $7,972-85.2% | $10,844-89.2% | $5,124-77.0% |