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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 | $12,071 | $96,731-87.5% | $123,973-90.3% | $86,983-86.1% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 18.47% | 17.33%+1.1pp | 388.13%-369.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,488 | $4,152-64.1% | $5,247-71.6% | $4,194-64.5% |
| Admin fee / account holder | $1,008 | $8,722-88.4% | $11,799-91.5% | $7,856-87.2% |