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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 | $685 | $54,213-98.7% | $93,696-99.3% | $77,736-99.1% |
| Participation rate | 14.6% | 64.0%-49.4pp | 68.7%-54.2pp | 70.6%-56.0pp |
| Annual return | 15.49% | 30.55%-15.1pp | 133.74%-118.3pp | 31.26%-15.8pp |
| Employer contribution / active EE | $459 | $1,168-60.7% | $2,422-81.0% | $2,728-83.2% |
| Participant deferral / active EE | $1,297 | $3,145-58.8% | $4,417-70.6% | $4,651-72.1% |
| Admin fee / account holder | $38,249 | $575+6554.1% | $8,287+361.6% | $433+8727.1% |