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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 | $5,836 | $98,766-94.1% | $149,730-96.1% | $79,852-92.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $659 | $3,217-79.5% | $4,645-85.8% | $2,471-73.3% |
| Participant deferral / active EE | $2,103 | $5,681-63.0% | $6,843-69.3% | $3,740-43.8% |
| Admin fee / account holder | $2,355 | $6,052-61.1% | $9,310-74.7% | $5,306-55.6% |