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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 | $4,458 | $69,541-93.6% | $59,899-92.6% | $135,380-96.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | 6.46% | 7.95%-1.5pp | 3.46%+3.0pp | 519.81%-513.3pp |
| Employer contribution / active EE | $404 | $3,236-87.5% | $2,723-85.2% | $4,779-91.6% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $845 | $5,737-85.3% | $3,592-76.5% | $10,828-92.2% |