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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 | $1,683 | $71,197-97.6% | $93,669-98.2% | $80,925-97.9% |
| Participation rate | 63.8% | 60.4%+3.4pp | 68.7%-4.9pp | 67.7%-3.8pp |
| Annual return | 12.25% | 11.27%+1.0pp | 133.59%-121.3pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $536 | $4,036-86.7% | $4,416-87.9% | $4,299-87.5% |
| Admin fee / account holder | $387 | $6,959-94.4% | $8,291-95.3% | $6,940-94.4% |