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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 | $3,309 | $73,787-95.5% | $98,716-96.6% | $82,448-96.0% |
| Participation rate | 7.1% | 61.4%-54.3pp | 69.3%-62.2pp | 68.1%-60.9pp |
| Annual return | 14.61% | 18.57%-4.0pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $29 | $3,081-99.1% | $4,048-99.3% | $4,139-99.3% |
| Admin fee / account holder | $320 | $6,500-95.1% | $8,703-96.3% | $7,234-95.6% |