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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 | $5,039 | $43,075-88.3% | $74,577-93.2% | $62,881-92.0% |
| Participation rate | 12.1% | 58.1%-46.0pp | 68.1%-56.0pp | 69.3%-57.2pp |
| Annual return | 11.04% | 17.50%-6.5pp | 20.47%-9.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $279 | $2,389-88.3% | $3,458-91.9% | $3,203-91.3% |
| Admin fee / account holder | $1,949 | $2,840-31.4% | $4,138-52.9% | $4,296-54.6% |