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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 | $8,465 | $156,616-94.6% | $133,346-93.7% | $198,609-95.7% |
| Participation rate | 10.0% | 77.7%-67.7pp | 72.8%-62.8pp | 82.4%-72.4pp |
| Annual return | 13.28% | 44.25%-31.0pp | 36.85%-23.6pp | 202.70%-189.4pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $625 | $4,920-87.3% | $4,332-85.6% | $6,977-91.0% |
| Admin fee / account holder | $2,173 | $17,468-87.6% | $14,264-84.8% | $19,030-88.6% |