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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 | $54,193-98.7% | $93,681-99.3% | $77,692-99.1% |
| Participation rate | 14.6% | 63.9%-49.4pp | 68.7%-54.2pp | 70.6%-56.0pp |
| Annual return | 15.49% | 30.54%-15.1pp | 133.47%-118.0pp | 31.25%-15.8pp |
| Employer contribution / active EE | $459 | $1,168-60.7% | $2,422-81.0% | $2,726-83.2% |
| Participant deferral / active EE | $1,297 | $3,144-58.7% | $4,415-70.6% | $4,648-72.1% |
| Admin fee / account holder | $38,249 | $576+6545.6% | $8,290+361.4% | $431+8784.4% |