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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 | $7,162 | $50,820-85.9% | $155,567-95.4% | $77,671-90.8% |
| Participation rate | 10.2% | 63.1%-53.0pp | 78.2%-68.0pp | 70.6%-60.4pp |
| Annual return | 12.95% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $316 | $2,823-88.8% | $5,628-94.4% | $4,648-93.2% |
| Admin fee / account holder | $614 | $436+40.8% | $15,916-96.1% | $430+42.6% |