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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 | $7,093 | $93,598-92.4% | $135,974-94.8% | $75,173-90.6% |
| Participation rate | 1.9% | 75.2%-73.3pp | 81.9%-80.1pp | 67.2%-65.4pp |
| Annual return | 29.27% | 30.89%-1.6pp | 68.30%-39.0pp | 160.72%-131.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $239 | $6,405-96.3% | $7,760-96.9% | $4,126-94.2% |
| Admin fee / account holder | $2,497 | $6,978-64.2% | $10,767-76.8% | $5,651-55.8% |