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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 | $11,732 | $62,686-81.3% | $178,505-93.4% | $77,762-84.9% |
| Participation rate | 7.0% | 66.9%-59.8pp | 77.1%-70.1pp | 70.6%-63.6pp |
| Annual return | 17.12% | 16.16%+1.0pp | 27.16%-10.0pp | 31.27%-14.1pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $426 | $4,224-89.9% | $6,280-93.2% | $4,651-90.8% |
| Admin fee / account holder | $890 | $386+130.5% | $10,428-91.5% | $433+105.6% |