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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 | $13,665 | $76,834-82.2% | $108,359-87.4% | $87,485-84.4% |
| Participation rate | 9.2% | 61.7%-52.5pp | 70.1%-60.9pp | 68.9%-59.7pp |
| Annual return | 26.47% | 19.09%+7.4pp | 36.89%-10.4pp | 26.06%+0.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $623 | $3,100-79.9% | $4,137-84.9% | $4,274-85.4% |
| Admin fee / account holder | $641 | $6,537-90.2% | $9,741-93.4% | $7,775-91.7% |