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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 | $1,562 | $59,440-97.4% | $78,004-98.0% | $82,637-98.1% |
| Participation rate | 46.5% | 62.8%-16.3pp | 69.4%-22.9pp | 68.1%-21.5pp |
| Annual return | 14.08% | 40.24%-26.2pp | 31.07%-17.0pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $322 | $3,138-89.7% | $4,092-92.1% | $4,126-92.2% |
| Admin fee / account holder | $728 | $5,504-86.8% | $7,578-90.4% | $7,339-90.1% |