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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 | $8,592 | $110,410-92.2% | $102,437-91.6% | $145,897-94.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.47% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,399 | $5,622-75.1% | $5,060-72.3% | $6,689-79.1% |
| Admin fee / account holder | $4,912 | $9,745-49.6% | $8,388-41.4% | $13,390-63.3% |