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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 | $6,101 | $81,487-92.5% | $102,412-94.0% | $80,935-92.5% |
| Participation rate | 15.1% | 66.8%-51.7pp | 74.5%-59.4pp | 67.7%-52.6pp |
| Annual return | 15.55% | 25.60%-10.0pp | 24.94%-9.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $345 | $3,871-91.1% | $5,060-93.2% | $4,299-92.0% |
| Admin fee / account holder | $1,570 | $6,717-76.6% | $8,388-81.3% | $6,924-77.3% |