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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 | $7,564 | $91,179-91.7% | $178,499-95.8% | $79,852-90.5% |
| Participation rate | 17.9% | 69.2%-51.3pp | 81.9%-64.0pp | 69.6%-51.7pp |
| Annual return | 16.71% | 24.19%-7.5pp | 151.10%-134.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $114 | $3,236-96.5% | $5,202-97.8% | $3,740-96.9% |
| Admin fee / account holder | $1,033 | $6,749-84.7% | $13,986-92.6% | $5,306-80.5% |