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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 | $8,283 | $110,212-92.5% | $96,534-91.4% | $139,466-94.1% |
| Participation rate | 13.0% | 78.1%-65.1pp | 76.0%-62.9pp | 80.3%-67.3pp |
| Annual return | 11.35% | 26.42%-15.1pp | 25.88%-14.5pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $674 | $5,547-87.9% | $4,851-86.1% | $6,712-90.0% |
| Admin fee / account holder | $10,854 | $11,599-6.4% | $8,253+31.5% | $11,409-4.9% |