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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 | $2,230 | $106,749-97.9% | $145,433-98.5% | $82,448-97.3% |
| Participation rate | 39.6% | 75.6%-36.0pp | 82.1%-42.5pp | 68.1%-28.4pp |
| Annual return | 19.92% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,191 | $6,519-81.7% | $7,897-84.9% | $4,139-71.2% |
| Admin fee / account holder | $1,669 | $8,390-80.1% | $13,129-87.3% | $7,234-76.9% |