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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 | $9,417 | $45,043-79.1% | $63,005-85.1% | $70,124-86.6% |
| Participation rate | 66.7% | 69.5%-2.9pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 12.34% | 18.76%-6.4pp | 87.59%-75.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $604 | $2,466-75.5% | $3,329-81.9% | $3,332-81.9% |
| Admin fee / account holder | $4,793 | $2,833+69.2% | $3,599+33.2% | $4,645+3.2% |