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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 | $9,993 | $48,364-79.3% | $71,796-86.1% | $62,881-84.1% |
| Participation rate | 58.0% | 60.6%-2.6pp | 69.1%-11.1pp | 69.3%-11.3pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $549 | $1,042-47.3% | $1,924-71.5% | $2,281-75.9% |
| Participant deferral / active EE | $801 | $2,091-61.7% | $2,794-71.3% | $3,203-75.0% |
| Admin fee / account holder | $2,312 | $3,771-38.7% | $4,815-52.0% | $4,296-46.2% |