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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 | $8,205 | $52,306-84.3% | $69,779-88.2% | $62,881-87.0% |
| Participation rate | 38.1% | 67.2%-29.1pp | 71.8%-33.7pp | 69.3%-31.2pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $571 | $1,799-68.3% | $2,338-75.6% | $2,281-75.0% |
| Participant deferral / active EE | $890 | $2,395-62.8% | $2,931-69.6% | $3,203-72.2% |
| Admin fee / account holder | $527 | $3,691-85.7% | $4,381-88.0% | $4,296-87.7% |