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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 | $7,961 | $58,851-86.5% | $115,167-93.1% | $72,976-89.1% |
| Participation rate | 37.5% | 65.5%-28.0pp | 75.9%-38.4pp | 69.5%-32.0pp |
| Annual return | 23.01% | 23.16%-0.2pp | 35.60%-12.6pp | 81.02%-58.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $519 | $2,643-80.4% | $4,169-87.5% | $3,608-85.6% |
| Admin fee / account holder | $1,485 | $6,370-76.7% | $7,089-79.0% | $5,124-71.0% |