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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 | $12,955 | $50,902-74.5% | $155,534-91.7% | $77,736-83.3% |
| Participation rate | 8.8% | 63.1%-54.3pp | 78.2%-69.4pp | 70.6%-61.8pp |
| Annual return | 17.44% | 34.85%-17.4pp | 64.92%-47.5pp | 31.26%-13.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $480 | $2,824-83.0% | $5,630-91.5% | $4,651-89.7% |
| Admin fee / account holder | $1,642 | $437+275.7% | $15,900-89.7% | $433+278.8% |