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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 | $4,711 | $52,279-91.0% | $89,400-94.7% | $79,858-94.1% |
| Participation rate | 40.0% | 57.5%-17.5pp | 68.0%-28.0pp | 69.6%-29.6pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.64%-245.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $514 | $1,572-67.3% | $2,586-80.1% | $2,471-79.2% |
| Participant deferral / active EE | $191 | $2,740-93.0% | $3,890-95.1% | $3,740-94.9% |
| Admin fee / account holder | $589 | $3,356-82.5% | $4,882-87.9% | $5,306-88.9% |