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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 | $13,655 | $63,861-78.6% | $104,639-87.0% | $79,856-82.9% |
| Participation rate | 54.5% | 64.9%-10.4pp | 74.1%-19.5pp | 69.6%-15.1pp |
| Annual return | 12.19% | 21.30%-9.1pp | 340.67%-328.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $777 | $2,693-71.2% | $3,738-79.2% | $3,741-79.2% |
| Admin fee / account holder | $3,141 | $4,185-24.9% | $6,465-51.4% | $5,306-40.8% |