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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 | $10,468 | $81,334-87.1% | $113,397-90.8% | $64,097-83.7% |
| Participation rate | 20.5% | 65.6%-45.2pp | 76.5%-56.0pp | 55.2%-34.7pp |
| Annual return | 12.78% | 32.50%-19.7pp | 23.20%-10.4pp | 34.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $592 | $3,795-84.4% | $5,076-88.3% | $3,080-80.8% |
| Admin fee / account holder | $1,082 | $4,208-74.3% | $11,957-90.9% | $3,454-68.7% |