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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 | $6,695 | $39,132-82.9% | $57,196-88.3% | $62,881-89.4% |
| Participation rate | 20.0% | 70.5%-50.5pp | 75.3%-55.3pp | 69.3%-49.3pp |
| Annual return | 7.41% | 9.24%-1.8pp | 14.59%-7.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $604 | $2,374-74.6% | $3,096-80.5% | $3,203-81.2% |
| Admin fee / account holder | $1,503 | $2,594-42.1% | $3,141-52.1% | $4,296-65.0% |