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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 | $3,726 | $85,171-95.6% | $172,752-97.8% | $72,975-94.9% |
| Participation rate | 14.8% | 70.1%-55.2pp | 82.6%-67.8pp | 69.5%-54.7pp |
| Annual return | 22.53% | 27.32%-4.8pp | 802.97%-780.4pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $79 | $3,260-97.6% | $5,198-98.5% | $3,608-97.8% |
| Admin fee / account holder | $903 | $5,880-84.6% | $13,955-93.5% | $5,124-82.4% |