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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 | $7,016 | $61,390-88.6% | $112,228-93.7% | $75,177-90.7% |
| Participation rate | 19.5% | 61.6%-42.1pp | 72.4%-52.9pp | 67.2%-47.7pp |
| Annual return | 16.90% | 28.47%-11.6pp | 30.23%-13.3pp | 160.75%-143.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $792 | $3,108-74.5% | $4,800-83.5% | $4,126-80.8% |
| Admin fee / account holder | $576 | $4,862-88.1% | $7,752-92.6% | $5,651-89.8% |