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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 | $9,188 | $70,666-87.0% | $169,385-94.6% | $75,181-87.8% |
| Participation rate | 12.5% | 64.8%-52.3pp | 77.2%-64.7pp | 67.2%-54.7pp |
| Annual return | 14.31% | 36.37%-22.1pp | 405.82%-391.5pp | 160.69%-146.4pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $583 | $4,308-86.5% | $6,221-90.6% | $4,126-85.9% |
| Admin fee / account holder | $5,930 | $5,402+9.8% | $9,011-34.2% | $5,650+5.0% |