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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 | $4,263 | $47,848-91.1% | $81,473-94.8% | $70,126-93.9% |
| Participation rate | 41.4% | 58.3%-16.9pp | 68.0%-26.6pp | 69.5%-28.2pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $491 | $1,527-67.9% | $2,568-80.9% | $2,343-79.1% |
| Participant deferral / active EE | $560 | $2,453-77.2% | $3,537-84.2% | $3,332-83.2% |
| Admin fee / account holder | $1,148 | $3,145-63.5% | $4,561-74.8% | $4,645-75.3% |