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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 | $1,522 | $91,198-98.3% | $178,503-99.1% | $79,856-98.1% |
| Participation rate | 12.1% | 69.2%-57.1pp | 81.9%-69.8pp | 69.6%-57.5pp |
| Annual return | 12.08% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $193 | $3,237-94.0% | $5,202-96.3% | $3,741-94.8% |
| Admin fee / account holder | $1,653 | $6,748-75.5% | $13,987-88.2% | $5,306-68.8% |