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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 | $8,224 | $104,098-92.1% | $140,514-94.1% | $94,015-91.3% |
| Participation rate | 57.6% | 73.7%-16.1pp | 77.8%-20.2pp | 70.8%-13.2pp |
| Annual return | 14.23% | 15.14%-0.9pp | 14.36%-0.1pp | 17.84%-3.6pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,729 | $4,033-57.1% | $4,919-64.8% | $4,249-59.3% |
| Admin fee / account holder | $3,313 | $10,439-68.3% | $13,697-75.8% | $8,951-63.0% |