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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 | $9,391 | $62,672-85.0% | $185,117-94.9% | $70,126-86.6% |
| Participation rate | 6.4% | 63.8%-57.4pp | 77.3%-70.9pp | 69.5%-63.1pp |
| Annual return | 23.60% | 40.79%-17.2pp | 40.50%-16.9pp | 73.15%-49.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $268 | $3,272-91.8% | $5,045-94.7% | $3,332-92.0% |
| Admin fee / account holder | $1,143 | $3,932-70.9% | $8,159-86.0% | $4,645-75.4% |