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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 | $3,070 | $184,014-98.3% | $161,149-98.1% | $138,895-97.8% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.8%-40.4pp | 79.9%-41.5pp |
| Annual return | 10.06% | 21.52%-11.5pp | 21.16%-11.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $601 | $6,909-91.3% | $6,153-90.2% | $6,396-90.6% |
| Admin fee / account holder | $9,114 | $18,027-49.4% | $15,194-40.0% | $12,562-27.4% |