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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 | $8,876 | $94,031-90.6% | $115,768-92.3% | $82,448-89.2% |
| Participation rate | 23.1% | 70.4%-47.3pp | 74.4%-51.3pp | 68.1%-45.0pp |
| Annual return | 13.05% | 20.61%-7.6pp | 100.46%-87.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $423 | $3,972-89.4% | $4,917-91.4% | $4,139-89.8% |
| Admin fee / account holder | $807 | $10,249-92.1% | $12,439-93.5% | $7,234-88.8% |