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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 | $4,291 | $91,198-95.3% | $178,503-97.6% | $79,856-94.6% |
| Participation rate | 64.0% | 69.2%-5.2pp | 81.9%-17.9pp | 69.6%-5.6pp |
| Annual return | 10.45% | 24.20%-13.7pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $290 | $3,237-91.0% | $5,202-94.4% | $3,741-92.2% |
| Admin fee / account holder | $696 | $6,748-89.7% | $13,987-95.0% | $5,306-86.9% |