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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 | $4,233 | $58,275-92.7% | $81,844-94.8% | $80,935-94.8% |
| Participation rate | 52.7% | 63.5%-10.7pp | 72.4%-19.7pp | 67.7%-14.9pp |
| Annual return | 12.80% | 41.82%-29.0pp | 778.87%-766.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $700 | $3,285-78.7% | $4,323-83.8% | $4,299-83.7% |
| Admin fee / account holder | $326 | $4,749-93.1% | $7,355-95.6% | $6,924-95.3% |