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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 | $6,217 | $93,598-93.4% | $135,974-95.4% | $75,173-91.7% |
| Participation rate | 16.2% | 75.2%-59.0pp | 81.9%-65.7pp | 67.2%-51.0pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,009 | $6,405-84.2% | $7,760-87.0% | $4,126-75.5% |
| Admin fee / account holder | $490 | $6,978-93.0% | $10,767-95.5% | $5,651-91.3% |