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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 | $10,456 | $59,054-82.3% | $97,260-89.2% | $77,736-86.5% |
| Participation rate | 6.8% | 67.9%-61.1pp | 72.7%-65.9pp | 70.6%-63.8pp |
| Annual return | 17.19% | 16.96%+0.2pp | 75.54%-58.3pp | 31.26%-14.1pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,721-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $359 | $3,930-90.9% | $4,262-91.6% | $4,651-92.3% |
| Admin fee / account holder | $2,636 | $346+661.5% | $5,640-53.3% | $433+508.4% |