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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 | $9,418 | $72,177-87.0% | $115,038-91.8% | $59,633-84.2% |
| Participation rate | 44.9% | 72.6%-27.7pp | 81.4%-36.5pp | 68.7%-23.8pp |
| Annual return | -0.32% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $810 | $2,841-71.5% | $4,608-82.4% | $2,203-63.2% |
| Participant deferral / active EE | $1,388 | $4,783-71.0% | $6,026-77.0% | $3,192-56.5% |
| Admin fee / account holder | $734 | $4,927-85.1% | $8,175-91.0% | $4,297-82.9% |