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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 | $25,965 | $101,798-74.5% | $165,071-84.3% | $80,935-67.9% |
| Participation rate | 7.5% | 71.8%-64.3pp | 78.6%-71.1pp | 67.7%-60.2pp |
| Annual return | 10.99% | 16.73%-5.7pp | 70.17%-59.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $186 | $4,476-95.8% | $6,035-96.9% | $4,299-95.7% |
| Admin fee / account holder | $2,839 | $8,221-65.5% | $12,695-77.6% | $6,924-59.0% |