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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 | $19,797 | $85,766-76.9% | $136,298-85.5% | $70,126-71.8% |
| Participation rate | 32.2% | 74.2%-41.9pp | 81.9%-49.7pp | 69.5%-37.3pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,096 | $2,966-63.0% | $4,696-76.6% | $2,343-53.2% |
| Participant deferral / active EE | $1,357 | $5,051-73.1% | $6,247-78.3% | $3,332-59.3% |
| Admin fee / account holder | $1,261 | $5,421-76.7% | $9,244-86.4% | $4,645-72.9% |