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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 | $78,520-88.3% | $96,576-90.5% | $82,448-88.9% |
| Participation rate | 17.6% | 77.7%-60.1pp | 81.4%-63.8pp | 68.1%-50.4pp |
| Annual return | 15.74% | 41.30%-25.6pp | 38.47%-22.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,630 | $6,754-75.9% | $7,956-79.5% | $4,139-60.6% |
| Admin fee / account holder | $4,037 | $13,455-70.0% | $11,381-64.5% | $7,234-44.2% |