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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 | $4,197 | $49,255-91.5% | $70,494-94.0% | $79,856-94.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 16.60% | 30.10%-13.5pp | 109.16%-92.6pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $543 | $2,768-80.4% | $3,711-85.4% | $3,741-85.5% |
| Admin fee / account holder | $439 | $2,879-84.8% | $3,848-88.6% | $5,306-91.7% |