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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 | $51,638-82.1% | $129,406-92.9% | $80,959-88.6% |
| Participation rate | 2.6% | 56.9%-54.3pp | 69.6%-67.0pp | 67.7%-65.0pp |
| Annual return | 15.27% | 20.78%-5.5pp | 9468.18%-9452.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $111 | $2,670-95.9% | $4,167-97.3% | $4,300-97.4% |
| Admin fee / account holder | $951 | $4,313-78.0% | $7,689-87.6% | $6,925-86.3% |