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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 | $9,753 | $53,216-81.7% | $155,534-93.7% | $199,960-95.1% |
| Participation rate | 2.3% | 64.1%-61.8pp | 78.2%-75.9pp | 72.0%-69.7pp |
| Annual return | 18.87% | 41.18%-22.3pp | 64.92%-46.0pp | 34.28%-15.4pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $142 | $3,164-95.5% | $5,630-97.5% | $5,087-97.2% |
| Admin fee / account holder | $2,287 | $186+1131.5% | $15,900-85.6% | $269+749.3% |