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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 | $4,345 | $34,316-87.3% | $74,719-94.2% | $72,983-94.0% |
| Participation rate | 7.7% | 42.4%-34.7pp | 54.5%-46.8pp | 69.5%-61.8pp |
| Annual return | 24.58% | 26.58%-2.0pp | 753.05%-728.5pp | 81.01%-56.4pp |
| Employer contribution / active EE | $128 | $692-81.5% | $1,084-88.2% | $2,440-94.8% |
| Participant deferral / active EE | $112 | $1,272-91.2% | $1,963-94.3% | $3,608-96.9% |
| Admin fee / account holder | $1,813 | $2,125-14.7% | $3,334-45.6% | $5,124-64.6% |