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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 | $8,594 | $43,344-80.2% | $59,899-85.7% | $64,173-86.6% |
| Participation rate | 13.6% | 69.2%-55.5pp | 74.7%-61.1pp | 69.6%-55.9pp |
| Annual return | 30.17% | -1.55%+31.7pp | 3.46%+26.7pp | 7.63%+22.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $633 | $2,547-75.1% | $3,402-81.4% | $3,470-81.7% |
| Admin fee / account holder | $4,004 | $3,008+33.1% | $3,592+11.5% | $4,887-18.1% |