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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 | $4,257 | $50,902-91.6% | $155,534-97.3% | $77,736-94.5% |
| Participation rate | 14.0% | 63.1%-49.1pp | 78.2%-64.2pp | 70.6%-56.6pp |
| Annual return | 21.90% | 34.85%-12.9pp | 64.92%-43.0pp | 31.26%-9.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $261 | $2,824-90.8% | $5,630-95.4% | $4,651-94.4% |
| Admin fee / account holder | $869 | $437+98.8% | $15,900-94.5% | $433+100.5% |