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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 | $10,425 | $91,179-88.6% | $178,499-94.2% | $79,852-86.9% |
| Participation rate | 10.2% | 69.2%-59.0pp | 81.9%-71.7pp | 69.6%-59.4pp |
| Annual return | 27.74% | 24.19%+3.5pp | 151.10%-123.4pp | 31.72%-4.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $546 | $3,236-83.1% | $5,202-89.5% | $3,740-85.4% |
| Admin fee / account holder | $576 | $6,749-91.5% | $13,986-95.9% | $5,306-89.1% |