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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 | $11,189 | $81,487-86.3% | $102,412-89.1% | $80,935-86.2% |
| Participation rate | 6.3% | 66.8%-60.6pp | 74.5%-68.3pp | 67.7%-61.4pp |
| Annual return | 11.53% | 25.60%-14.1pp | 24.94%-13.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $417 | $3,871-89.2% | $5,060-91.8% | $4,299-90.3% |
| Admin fee / account holder | $2,800 | $6,717-58.3% | $8,388-66.6% | $6,924-59.6% |