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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 | $4,253 | $61,356-93.1% | $149,696-97.2% | $71,511-94.1% |
| Participation rate | 5.6% | 62.5%-57.0pp | 78.8%-73.2pp | 67.9%-62.4pp |
| Annual return | 17.73% | 35.86%-18.1pp | 134.46%-116.7pp | 28.86%-11.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $111 | $2,920-96.2% | $5,682-98.0% | $4,291-97.4% |
| Admin fee / account holder | $582 | $1,263-54.0% | $13,212-95.6% | $1,588-63.4% |