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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 | $12,708 | $73,978-82.8% | $96,515-86.8% | $75,173-83.1% |
| Participation rate | 7.6% | 66.4%-58.9pp | 74.3%-66.8pp | 67.2%-59.6pp |
| Annual return | 15.75% | 26.72%-11.0pp | 35.73%-20.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $194 | $3,660-94.7% | $4,880-96.0% | $4,126-95.3% |
| Admin fee / account holder | $2,112 | $5,219-59.5% | $6,735-68.6% | $5,651-62.6% |