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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 | $11,697 | $85,171-86.3% | $172,753-93.2% | $72,976-84.0% |
| Participation rate | 6.7% | 70.1%-63.3pp | 82.6%-75.9pp | 69.5%-62.7pp |
| Annual return | 16.86% | 27.32%-10.5pp | 803.00%-786.1pp | 81.02%-64.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $59 | $3,260-98.2% | $5,198-98.9% | $3,608-98.4% |
| Admin fee / account holder | $3,147 | $5,880-46.5% | $13,956-77.4% | $5,124-38.6% |