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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 | $10,906 | $61,660-82.3% | $80,022-86.4% | $64,173-83.0% |
| Participation rate | 47.5% | 71.7%-24.2pp | 75.8%-28.3pp | 69.6%-22.1pp |
| Annual return | 11.62% | -0.33%+11.9pp | 11.22%+0.4pp | 7.63%+4.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $254 | $2,968-91.5% | $3,686-93.1% | $3,470-92.7% |
| Admin fee / account holder | $672 | $5,417-87.6% | $6,521-89.7% | $4,887-86.2% |