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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 | $11,840 | $53,128-77.7% | $86,581-86.3% | $70,124-83.1% |
| Participation rate | 14.1% | 65.3%-51.2pp | 73.5%-59.4pp | 69.5%-55.4pp |
| Annual return | 25.73% | 27.66%-1.9pp | 965.06%-939.3pp | 73.14%-47.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $355 | $2,695-86.8% | $3,609-90.2% | $3,332-89.3% |
| Admin fee / account holder | $1,014 | $3,584-71.7% | $4,904-79.3% | $4,645-78.2% |