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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 | $14,412 | $88,672-83.7% | $105,223-86.3% | $82,448-82.5% |
| Participation rate | 23.2% | 67.9%-44.7pp | 75.0%-51.9pp | 68.1%-44.9pp |
| Annual return | 13.53% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $611 | $4,036-84.9% | $5,072-87.9% | $4,139-85.2% |
| Admin fee / account holder | $3,372 | $7,146-52.8% | $8,859-61.9% | $7,234-53.4% |