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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 | $9,026 | $56,197-83.9% | $67,652-86.7% | $59,633-84.9% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | 0.36% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $969 | $1,615-40.0% | $2,266-57.2% | $2,203-56.0% |
| Participant deferral / active EE | $1,218 | $2,844-57.2% | $3,560-65.8% | $3,192-61.8% |
| Admin fee / account holder | $972 | $3,958-75.4% | $4,821-79.8% | $4,297-77.4% |