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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 | $14,884 | $81,334-81.7% | $113,397-86.9% | $64,097-76.8% |
| Participation rate | 34.2% | 65.6%-31.4pp | 76.5%-42.3pp | 55.2%-21.0pp |
| Annual return | 24.01% | 32.50%-8.5pp | 23.20%+0.8pp | 34.64%-10.6pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,238 | $3,795-67.4% | $5,076-75.6% | $3,080-59.8% |
| Admin fee / account holder | $384 | $4,208-90.9% | $11,957-96.8% | $3,454-88.9% |