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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 | $6,603 | $41,377-84.0% | $109,313-94.0% | $62,881-89.5% |
| Participation rate | 9.6% | 57.5%-48.0pp | 71.3%-61.7pp | 69.3%-59.7pp |
| Annual return | 8.44% | 11.05%-2.6pp | 22.07%-13.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $261 | $2,045-87.2% | $3,166-91.8% | $3,203-91.8% |
| Admin fee / account holder | $636 | $2,884-77.9% | $5,666-88.8% | $4,296-85.2% |