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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 | $4,223 | $84,236-95.0% | $170,435-97.5% | $70,126-94.0% |
| Participation rate | 7.5% | 70.8%-63.4pp | 83.6%-76.1pp | 69.5%-62.1pp |
| Annual return | 16.09% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $41 | $3,086-98.7% | $4,939-99.2% | $3,332-98.8% |
| Admin fee / account holder | $2,245 | $5,698-60.6% | $13,881-83.8% | $4,645-51.7% |