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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 | $2,419 | $45,041-94.6% | $63,003-96.2% | $70,131-96.6% |
| Participation rate | 34.8% | 69.5%-34.7pp | 74.8%-40.0pp | 69.5%-34.8pp |
| Annual return | 16.06% | 18.76%-2.7pp | 87.59%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $343 | $2,465-86.1% | $3,329-89.7% | $3,332-89.7% |
| Admin fee / account holder | $557 | $2,836-80.4% | $3,600-84.5% | $4,645-88.0% |