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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 | $11,378 | $57,352-80.2% | $83,830-86.4% | $64,173-82.3% |
| Participation rate | 64.9% | 68.6%-3.7pp | 76.1%-11.2pp | 69.6%-4.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,057 | $2,546-58.5% | $3,631-70.9% | $2,381-55.6% |
| Participant deferral / active EE | $922 | $2,993-69.2% | $4,082-77.4% | $3,470-73.4% |
| Admin fee / account holder | $426 | $4,046-89.5% | $5,479-92.2% | $4,887-91.3% |