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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 | $9,150 | $77,358-88.2% | $102,184-91.0% | $87,485-89.5% |
| Participation rate | 17.6% | 78.7%-61.0pp | 82.6%-64.9pp | 68.9%-51.3pp |
| Annual return | 15.74% | 41.11%-25.4pp | 31.58%-15.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,630 | $6,753-75.9% | $8,309-80.4% | $4,274-61.9% |
| Admin fee / account holder | $4,037 | $6,809-40.7% | $11,609-65.2% | $7,775-48.1% |