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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 | $8,142 | $65,361-87.5% | $92,903-91.2% | $72,983-88.8% |
| Participation rate | 3.1% | 68.3%-65.2pp | 76.0%-72.9pp | 69.5%-66.4pp |
| Annual return | 18.64% | 42.11%-23.5pp | 109.43%-90.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $311 | $3,128-90.1% | $4,238-92.7% | $3,608-91.4% |
| Admin fee / account holder | $12,153 | $4,251+185.9% | $5,795+109.7% | $5,124+137.2% |