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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 | $6,361 | $51,620-87.7% | $90,300-93.0% | $65,185-90.2% |
| Participation rate | 5.1% | 68.6%-63.5pp | 73.3%-68.1pp | 70.2%-65.1pp |
| Annual return | 24.03% | 24.94%-0.9pp | 78.11%-54.1pp | 29.38%-5.4pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $271 | $2,871-90.6% | $3,884-93.0% | $3,514-92.3% |
| Admin fee / account holder | $577 | $384+50.2% | $5,353-89.2% | $847-31.9% |