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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 | $7,372 | $101,778-92.8% | $164,975-95.5% | $80,925-90.9% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.7%-1.0pp |
| Annual return | 13.00% | 16.73%-3.7pp | 70.12%-57.1pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,668 | $4,477-62.7% | $6,033-72.4% | $4,299-61.2% |
| Admin fee / account holder | $2,960 | $8,221-64.0% | $12,688-76.7% | $6,940-57.3% |