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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 | $12,168 | $87,733-86.1% | $106,555-88.6% | $85,847-85.8% |
| Participation rate | 12.1% | 71.9%-59.8pp | 76.1%-64.0pp | 69.3%-57.2pp |
| Annual return | 11.55% | 21.86%-10.3pp | 26.80%-15.3pp | 318.61%-307.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $723 | $3,469-79.2% | $4,399-83.6% | $3,952-81.7% |
| Admin fee / account holder | $670 | $6,767-90.1% | $7,408-91.0% | $6,261-89.3% |