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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 | $9,092 | $77,920-88.3% | $149,723-93.9% | $75,177-87.9% |
| Participation rate | 10.3% | 65.6%-55.3pp | 78.8%-68.5pp | 67.2%-56.9pp |
| Annual return | 21.36% | 31.72%-10.4pp | 134.50%-113.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $653 | $3,411-80.9% | $5,682-88.5% | $4,126-84.2% |
| Admin fee / account holder | $1,401 | $5,951-76.5% | $13,215-89.4% | $5,651-75.2% |