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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 | $50,812-91.6% | $155,602-97.3% | $77,692-94.5% |
| Participation rate | 14.0% | 63.1%-49.1pp | 78.2%-64.2pp | 70.6%-56.6pp |
| Annual return | 21.90% | 34.85%-13.0pp | 64.81%-42.9pp | 31.25%-9.3pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $261 | $2,822-90.8% | $5,629-95.4% | $4,648-94.4% |
| Admin fee / account holder | $869 | $436+99.2% | $15,923-94.5% | $431+101.8% |