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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 | $1,080 | $81,476-98.7% | $102,383-98.9% | $80,925-98.7% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.7%-4.7pp |
| Annual return | 12.29% | 25.59%-13.3pp | 24.94%-12.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $733 | $3,871-81.1% | $5,060-85.5% | $4,299-82.9% |
| Admin fee / account holder | $567 | $6,717-91.6% | $8,391-93.2% | $6,940-91.8% |