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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 | $8,612 | $68,852-87.5% | $120,524-92.9% | $80,925-89.4% |
| Participation rate | 17.4% | 61.6%-44.2pp | 71.9%-54.5pp | 67.7%-50.3pp |
| Annual return | 13.31% | 23.67%-10.4pp | 107.36%-94.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,021 | $3,187-68.0% | $4,994-79.6% | $4,299-76.2% |
| Admin fee / account holder | $1,664 | $5,781-71.2% | $9,440-82.4% | $6,940-76.0% |