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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 | $17,272 | $88,672-80.5% | $105,223-83.6% | $82,448-79.1% |
| Participation rate | 6.0% | 67.9%-62.0pp | 75.0%-69.1pp | 68.1%-62.1pp |
| Annual return | 15.48% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $156 | $4,036-96.1% | $5,072-96.9% | $4,139-96.2% |
| Admin fee / account holder | $377 | $7,146-94.7% | $8,859-95.7% | $7,234-94.8% |