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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 | $17,027 | $65,034-73.8% | $90,970-81.3% | $79,856-78.7% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.0%-69.0pp | 69.6%-69.6pp |
| Annual return | 14.44% | 30.45%-16.0pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $346 | $1,247-72.2% | $2,122-83.7% | $2,471-86.0% |
| Participant deferral / active EE | $467 | $2,512-81.4% | $3,373-86.1% | $3,741-87.5% |
| Admin fee / account holder | $1,220 | $4,536-73.1% | $5,961-79.5% | $5,306-77.0% |