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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 | $97,550-91.6% | $120,344-93.2% | $87,485-90.6% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.7%-19.1pp | 68.9%-11.4pp |
| Annual return | 14.23% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,729 | $4,230-59.1% | $5,135-66.3% | $4,274-59.5% |
| Admin fee / account holder | $3,313 | $9,543-65.3% | $12,742-74.0% | $7,775-57.4% |