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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 | $3,362 | $97,020-96.5% | $83,327-96.0% | $135,380-97.5% |
| Participation rate | 30.0% | 80.4%-50.4pp | 77.8%-47.8pp | 82.6%-52.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $625 | $4,144-84.9% | $3,379-81.5% | $4,779-86.9% |
| Participant deferral / active EE | $664 | $5,964-88.9% | $5,565-88.1% | $5,609-88.2% |
| Admin fee / account holder | $712 | $8,426-91.6% | $7,540-90.6% | $10,828-93.4% |