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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 | $10,693 | $88,360-87.9% | $145,433-92.6% | $67,986-84.3% |
| Participation rate | 9.4% | 65.5%-56.0pp | 82.1%-72.7pp | 57.2%-47.8pp |
| Annual return | 21.24% | 63.15%-41.9pp | 66.58%-45.3pp | 31.67%-10.4pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $276 | $5,932-95.3% | $7,897-96.5% | $3,358-91.8% |
| Admin fee / account holder | $387 | $3,313-88.3% | $13,129-97.1% | $3,203-87.9% |