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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 | $3,551 | $85,766-95.9% | $136,298-97.4% | $70,126-94.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 16.09% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $654 | $2,966-77.9% | $4,696-86.1% | $2,343-72.1% |
| Participant deferral / active EE | $493 | $5,051-90.2% | $6,247-92.1% | $3,332-85.2% |
| Admin fee / account holder | $1,113 | $5,421-79.5% | $9,244-88.0% | $4,645-76.0% |