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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 | $8,384 | $58,600-85.7% | $83,327-89.9% | $64,173-86.9% |
| Participation rate | 40.4% | 72.0%-31.6pp | 77.8%-37.3pp | 69.6%-29.1pp |
| Annual return | 7.57% | 9.66%-2.1pp | 10.64%-3.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $693 | $4,656-85.1% | $5,565-87.6% | $3,470-80.0% |
| Admin fee / account holder | $1,043 | $9,282-88.8% | $7,540-86.2% | $4,887-78.7% |