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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 | $3,802 | $87,546-95.7% | $75,784-95.0% | $125,389-97.0% |
| Participation rate | 21.4% | 80.2%-58.7pp | 75.8%-54.4pp | 83.2%-61.8pp |
| Annual return | -1.23% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $679 | $3,930-82.7% | $3,323-79.6% | $4,866-86.1% |
| Participant deferral / active EE | $211 | $4,230-95.0% | $3,652-94.2% | $5,352-96.1% |
| Admin fee / account holder | $789 | $6,503-87.9% | $5,300-85.1% | $9,541-91.7% |