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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 | $8,159 | $89,367-90.9% | $141,191-94.2% | $72,975-88.8% |
| Participation rate | 10.3% | 75.1%-64.9pp | 82.5%-72.2pp | 69.5%-59.2pp |
| Annual return | 24.66% | 111.87%-87.2pp | 71.41%-46.7pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $253 | $5,419-95.3% | $6,710-96.2% | $3,608-93.0% |
| Admin fee / account holder | $524 | $5,957-91.2% | $10,264-94.9% | $5,124-89.8% |