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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 | $12,678 | $62,166-79.6% | $81,353-84.4% | $74,459-83.0% |
| Participation rate | 36.0% | 64.1%-28.0pp | 69.5%-33.5pp | 67.2%-31.2pp |
| Annual return | 0.00% | 16.50%-16.5pp | 24.82%-24.8pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $583 | $1,881-69.0% | $2,464-76.3% | $2,626-77.8% |
| Participant deferral / active EE | $893 | $3,223-72.3% | $3,885-77.0% | $4,350-79.5% |
| Admin fee / account holder | $309 | $1,925-83.9% | $5,766-94.6% | $1,945-84.1% |