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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 | $9,565 | $61,815-84.5% | $97,295-90.2% | $80,959-88.2% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.7%-24.8pp |
| Annual return | 12.74% | -558.73%+571.5pp | 75.62%-62.9pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $802 | $3,027-73.5% | $4,264-81.2% | $4,300-81.4% |
| Admin fee / account holder | $1,137 | $5,166-78.0% | $5,646-79.9% | $6,925-83.6% |