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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 | $2,604 | $85,060-96.9% | $70,565-96.3% | $139,487-98.1% |
| Participation rate | 18.2% | 73.9%-55.7pp | 68.4%-50.2pp | 80.3%-62.2pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.84%-373.8pp |
| Employer contribution / active EE | $565 | $3,912-85.6% | $2,976-81.0% | $4,755-88.1% |
| Participant deferral / active EE | $839 | $5,891-85.8% | $4,568-81.6% | $6,713-87.5% |
| Admin fee / account holder | $5,577 | $8,932-37.6% | $6,430-13.3% | $11,407-51.1% |