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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 | $2,935 | $75,541-96.1% | $152,093-98.1% | $82,637-96.4% |
| Participation rate | 28.9% | 66.5%-37.6pp | 77.8%-48.8pp | 68.1%-39.1pp |
| Annual return | 18.67% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $718 | $3,206-77.6% | $5,451-86.8% | $4,126-82.6% |
| Admin fee / account holder | $1,264 | $6,405-80.3% | $14,497-91.3% | $7,339-82.8% |