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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 | $917 | $87,166-98.9% | $76,735-98.8% | $137,256-99.3% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.5%-0.7pp | 80.0%-11.2pp |
| Annual return | 13.30% | 26.50%-13.2pp | 29.77%-16.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $157 | $4,726-96.7% | $4,088-96.2% | $6,407-97.6% |
| Admin fee / account holder | $421 | $8,403-95.0% | $7,189-94.1% | $12,270-96.6% |