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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 | $8,735 | $53,596-83.7% | $90,657-90.4% | $64,173-86.4% |
| Participation rate | 47.1% | 64.5%-17.5pp | 74.0%-27.0pp | 69.6%-22.5pp |
| Annual return | 1.50% | 4.41%-2.9pp | 1.89%-0.4pp | 7.63%-6.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $27 | $2,459-98.9% | $3,424-99.2% | $3,470-99.2% |
| Admin fee / account holder | $630 | $3,868-83.7% | $4,994-87.4% | $4,887-87.1% |