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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 | $16,653 | $81,487-79.6% | $102,412-83.7% | $80,935-79.4% |
| Participation rate | 32.8% | 66.8%-34.0pp | 74.5%-41.7pp | 67.7%-34.8pp |
| Annual return | 23.05% | 25.60%-2.5pp | 24.94%-1.9pp | 35.66%-12.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $521 | $3,871-86.5% | $5,060-89.7% | $4,299-87.9% |
| Admin fee / account holder | $472 | $6,717-93.0% | $8,388-94.4% | $6,924-93.2% |