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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 | $11,388 | $71,230-84.0% | $93,727-87.8% | $80,959-85.9% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 13.87% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,169 | $4,037-71.1% | $4,417-73.5% | $4,300-72.8% |
| Admin fee / account holder | $2,848 | $6,961-59.1% | $8,292-65.6% | $6,925-58.9% |