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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 | $50,293 | $130,224-61.4% | $197,124-74.5% | $79,634-36.8% |
| Participation rate | 3.8% | 87.8%-84.0pp | 86.7%-82.9pp | 62.5%-58.7pp |
| Annual return | 14.71% | 23.65%-8.9pp | 44.34%-29.6pp | 36.46%-21.7pp |
| Employer contribution / active EE | $0 | $4,314-100.0% | $6,227-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $165 | $7,378-97.8% | $9,135-98.2% | $3,835-95.7% |
| Admin fee / account holder | $6,087 | $254+2291.6% | $16,298-62.7% | $1,002+507.5% |