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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 | $9,461 | $65,084-85.5% | $67,681-86.0% | $64,340-85.3% |
| Participation rate | 37.0% | 66.7%-29.8pp | 73.7%-36.8pp | 55.2%-18.3pp |
| Annual return | 10.98% | 20.50%-9.5pp | 590.58%-579.6pp | 24.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $724 | $3,210-77.5% | $3,976-81.8% | $2,980-75.7% |
| Admin fee / account holder | $755 | $1,415-46.6% | $6,100-87.6% | $3,703-79.6% |