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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 | $9,927 | $111,814-91.1% | $103,374-90.4% | $145,959-93.2% |
| Participation rate | 7.1% | 77.9%-70.8pp | 74.5%-67.4pp | 80.3%-73.1pp |
| Annual return | 9.05% | 24.77%-15.7pp | 24.89%-15.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $18 | $5,618-99.7% | $5,058-99.6% | $6,689-99.7% |
| Admin fee / account holder | $2,409 | $9,754-75.3% | $8,394-71.3% | $13,398-82.0% |