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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 | $5,144 | $98,982-94.8% | $162,185-96.8% | $65,186-92.1% |
| Participation rate | 22.3% | 85.8%-63.5pp | 87.6%-65.2pp | 70.2%-47.9pp |
| Annual return | 21.12% | 24.84%-3.7pp | 115.61%-94.5pp | 29.39%-8.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $545 | $5,384-89.9% | $7,297-92.5% | $3,514-84.5% |
| Admin fee / account holder | $1,993 | $596+234.2% | $10,844-81.6% | $847+135.2% |