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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 | $9,328 | $91,198-89.8% | $178,503-94.8% | $79,856-88.3% |
| Participation rate | 29.2% | 69.2%-40.0pp | 81.9%-52.7pp | 69.6%-40.4pp |
| Annual return | 10.65% | 24.20%-13.5pp | 151.12%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $578 | $3,237-82.1% | $5,202-88.9% | $3,741-84.5% |
| Admin fee / account holder | $2,721 | $6,748-59.7% | $13,987-80.5% | $5,306-48.7% |