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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 | $3,534 | $81,504-95.7% | $102,437-96.5% | $80,959-95.6% |
| Participation rate | 27.5% | 66.9%-39.4pp | 74.5%-47.1pp | 67.7%-40.2pp |
| Annual return | 10.72% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $467 | $3,871-87.9% | $5,060-90.8% | $4,300-89.1% |
| Admin fee / account holder | $1,071 | $6,719-84.1% | $8,388-87.2% | $6,925-84.5% |