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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 | $7,047 | $106,524-93.4% | $152,301-95.4% | $87,485-91.9% |
| Participation rate | 2.1% | 75.8%-73.7pp | 82.4%-80.4pp | 68.9%-66.8pp |
| Annual return | 25.97% | 26.89%-0.9pp | 80.50%-54.5pp | 26.06%-0.1pp |
| Employer contribution / active EE | $790 | $3,371-76.6% | $4,624-82.9% | $2,596-69.6% |
| Participant deferral / active EE | $1,636 | $6,525-74.9% | $8,004-79.6% | $4,274-61.7% |
| Admin fee / account holder | $28,722 | $8,287+246.6% | $14,398+99.5% | $7,775+269.4% |