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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 | $95,404-91.4% | $113,397-92.7% | $82,637-90.0% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.5%-18.9pp | 68.1%-10.5pp |
| Annual return | 14.23% | 19.08%-4.8pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,729 | $4,220-59.0% | $5,076-65.9% | $4,126-58.1% |
| Admin fee / account holder | $3,313 | $9,168-63.9% | $11,957-72.3% | $7,339-54.9% |