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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 | $2,465 | $52,678-95.3% | $75,784-96.7% | $59,633-95.9% |
| Participation rate | 48.6% | 67.2%-18.7pp | 75.8%-27.2pp | 68.7%-20.1pp |
| Annual return | -0.65% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $385 | $2,591-85.1% | $3,652-89.4% | $3,192-87.9% |
| Admin fee / account holder | $520 | $3,610-85.6% | $5,300-90.2% | $4,297-87.9% |