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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 | $123,478-92.9% | $216,567-95.9% | $94,015-90.6% |
| Participation rate | 47.1% | 75.1%-28.0pp | 81.6%-34.5pp | 70.8%-23.7pp |
| Annual return | 14.45% | 23.61%-9.2pp | 12.94%+1.5pp | 17.84%-3.4pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,135 | $4,556-75.1% | $6,191-81.7% | $4,249-73.3% |
| Admin fee / account holder | $2,604 | $12,753-79.6% | $21,981-88.2% | $8,951-70.9% |