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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 | $1,375 | $71,230-98.1% | $93,727-98.5% | $80,959-98.3% |
| Participation rate | 11.8% | 60.4%-48.6pp | 68.7%-56.9pp | 67.7%-55.9pp |
| Annual return | 20.36% | 11.26%+9.1pp | 133.83%-113.5pp | 35.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $567 | $4,037-86.0% | $4,417-87.2% | $4,300-86.8% |
| Admin fee / account holder | $8,250 | $6,961+18.5% | $8,292-0.5% | $6,925+19.1% |