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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 | $4,180 | $75,832-94.5% | $147,618-97.2% | $59,633-93.0% |
| Participation rate | 40.9% | 71.6%-30.7pp | 84.6%-43.7pp | 68.7%-27.8pp |
| Annual return | -0.63% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $454 | $3,485-87.0% | $5,565-91.8% | $2,203-79.4% |
| Participant deferral / active EE | $566 | $3,131-81.9% | $4,895-88.4% | $3,192-82.3% |
| Admin fee / account holder | $574 | $5,986-90.4% | $11,612-95.1% | $4,297-86.6% |