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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 | $7,856 | $94,031-91.6% | $115,768-93.2% | $82,448-90.5% |
| Participation rate | 31.8% | 70.4%-38.6pp | 74.4%-42.6pp | 68.1%-36.2pp |
| Annual return | 16.87% | 20.61%-3.7pp | 100.46%-83.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $661 | $3,972-83.3% | $4,917-86.5% | $4,139-84.0% |
| Admin fee / account holder | $1,783 | $10,249-82.6% | $12,439-85.7% | $7,234-75.4% |