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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 | $1,056 | $59,123-98.2% | $77,183-98.6% | $75,181-98.6% |
| Participation rate | 13.5% | 63.9%-50.4pp | 69.6%-56.1pp | 67.2%-53.7pp |
| Annual return | 20.62% | 26.72%-6.1pp | 37.89%-17.3pp | 160.69%-140.1pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $280 | $2,999-90.7% | $3,833-92.7% | $4,126-93.2% |
| Admin fee / account holder | $2,357 | $4,776-50.6% | $5,475-56.9% | $5,650-58.3% |