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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 | $5,179 | $58,828-91.2% | $78,002-93.4% | $62,881-91.8% |
| Participation rate | 56.9% | 71.1%-14.2pp | 75.5%-18.7pp | 69.3%-12.4pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $331 | $1,672-80.2% | $2,470-86.6% | $2,281-85.5% |
| Participant deferral / active EE | $1,089 | $2,686-59.5% | $3,497-68.9% | $3,203-66.0% |
| Admin fee / account holder | $1,014 | $4,393-76.9% | $5,481-81.5% | $4,296-76.4% |