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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 | $3,451 | $56,894-93.9% | $84,753-95.9% | $62,881-94.5% |
| Participation rate | 8.6% | 68.5%-60.0pp | 76.6%-68.0pp | 69.3%-60.7pp |
| Annual return | 7.70% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $279 | $2,709-89.7% | $3,712-92.5% | $3,203-91.3% |
| Admin fee / account holder | $1,824 | $3,581-49.1% | $5,333-65.8% | $4,296-57.5% |