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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 | $4,338 | $88,996-95.1% | $78,004-94.4% | $138,895-96.9% |
| Participation rate | 53.8% | 74.4%-20.5pp | 69.4%-15.6pp | 79.9%-26.1pp |
| Annual return | 15.16% | 28.03%-12.9pp | 31.07%-15.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $391 | $4,724-91.7% | $4,092-90.4% | $6,396-93.9% |
| Admin fee / account holder | $924 | $8,807-89.5% | $7,578-87.8% | $12,562-92.6% |