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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 | $4,263 | $36,595-88.4% | $88,179-95.2% | $71,012-94.0% |
| Participation rate | 6.1% | 29.2%-23.0pp | 69.1%-63.0pp | 58.6%-52.4pp |
| Annual return | 14.54% | 61.46%-46.9pp | 64.97%-50.4pp | 37.67%-23.1pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $104 | $1,195-91.3% | $4,614-97.7% | $3,246-96.8% |
| Admin fee / account holder | $2,367 | $2,755-14.1% | $7,673-69.2% | $1,167+102.8% |