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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 | $112,729-92.5% | $98,716-91.4% | $137,256-93.8% |
| Participation rate | 10.0% | 74.2%-64.2pp | 69.3%-59.3pp | 80.0%-70.0pp |
| Annual return | 13.28% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $625 | $4,640-86.5% | $4,048-84.6% | $6,407-90.2% |
| Admin fee / account holder | $2,173 | $10,129-78.6% | $8,703-75.0% | $12,270-82.3% |