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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 | $3,171 | $110,379-97.1% | $102,412-96.9% | $145,884-97.8% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 11.40% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,006 | $4,216-76.1% | $3,870-74.0% | $4,662-78.4% |
| Participant deferral / active EE | $916 | $5,622-83.7% | $5,060-81.9% | $6,690-86.3% |
| Admin fee / account holder | $49,399 | $9,745+406.9% | $8,388+489.0% | $13,392+268.9% |