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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 | $9,486 | $93,055-89.8% | $153,741-93.8% | $80,959-88.3% |
| Participation rate | 27.3% | 69.0%-41.7pp | 77.1%-49.8pp | 67.7%-40.4pp |
| Annual return | 20.07% | 19.97%+0.1pp | 15.71%+4.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,749 | $5,172-66.2% | $6,757-74.1% | $4,300-59.3% |
| Admin fee / account holder | $317 | $8,881-96.4% | $12,749-97.5% | $6,925-95.4% |