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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 | $6,457 | $58,258-88.9% | $81,820-92.1% | $80,925-92.0% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.4%-41.6pp | 67.7%-36.9pp |
| Annual return | 16.34% | 41.76%-25.4pp | 777.93%-761.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $460 | $3,284-86.0% | $4,323-89.4% | $4,299-89.3% |
| Admin fee / account holder | $1,136 | $4,976-77.2% | $7,391-84.6% | $6,940-83.6% |