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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 | $4,162 | $52,306-92.0% | $69,779-94.0% | $62,881-93.4% |
| Participation rate | 10.0% | 67.2%-57.2pp | 71.8%-61.8pp | 69.3%-59.3pp |
| Annual return | 5.02% | 13.35%-8.3pp | 12.99%-8.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $261 | $2,395-89.1% | $2,931-91.1% | $3,203-91.9% |
| Admin fee / account holder | $1,607 | $3,691-56.5% | $4,381-63.3% | $4,296-62.6% |