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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 | $7,927 | $49,255-83.9% | $70,494-88.8% | $79,856-90.1% |
| Participation rate | 13.4% | 69.2%-55.7pp | 75.1%-61.6pp | 69.6%-56.2pp |
| Annual return | 9.99% | 30.10%-20.1pp | 109.16%-99.2pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $385 | $2,768-86.1% | $3,711-89.6% | $3,741-89.7% |
| Admin fee / account holder | $4,354 | $2,879+51.2% | $3,848+13.2% | $5,306-17.9% |