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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 | $9,224 | $51,604-82.1% | $129,295-92.9% | $80,874-88.6% |
| Participation rate | 2.6% | 57.0%-54.3pp | 69.6%-67.0pp | 67.6%-65.0pp |
| Annual return | 15.27% | 20.76%-5.5pp | 9429.28%-9414.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $111 | $2,670-95.9% | $4,169-97.3% | $4,297-97.4% |
| Admin fee / account holder | $951 | $4,310-77.9% | $7,665-87.6% | $6,935-86.3% |