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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 | $8,822 | $108,825-91.9% | $156,181-94.4% | $82,448-89.3% |
| Participation rate | 47.1% | 72.4%-25.2pp | 78.8%-31.7pp | 68.1%-20.9pp |
| Annual return | 14.45% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,135 | $4,577-75.2% | $6,132-81.5% | $4,139-72.6% |
| Admin fee / account holder | $2,604 | $9,341-72.1% | $14,586-82.1% | $7,234-64.0% |