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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 | $4,835 | $58,311-91.7% | $81,882-94.1% | $80,959-94.0% |
| Participation rate | 16.1% | 63.5%-47.4pp | 72.4%-56.3pp | 67.7%-51.5pp |
| Annual return | 13.07% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $287 | $3,287-91.3% | $4,323-93.4% | $4,300-93.3% |
| Admin fee / account holder | $3,214 | $4,752-32.4% | $7,360-56.3% | $6,925-53.6% |