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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 | $8,690 | $51,638-83.2% | $129,406-93.3% | $80,959-89.3% |
| Participation rate | 7.4% | 56.9%-49.5pp | 69.6%-62.2pp | 67.7%-60.3pp |
| Annual return | 38.14% | 20.78%+17.4pp | 9468.18%-9430.0pp | 35.67%+2.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $257 | $2,670-90.4% | $4,167-93.8% | $4,300-94.0% |
| Admin fee / account holder | $487 | $4,313-88.7% | $7,689-93.7% | $6,925-93.0% |