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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 | $1,354 | $46,877-97.1% | $122,354-98.9% | $70,126-98.1% |
| Participation rate | 66.7% | 58.2%+8.5pp | 71.6%-5.0pp | 69.5%-2.9pp |
| Annual return | 14.52% | 24.22%-9.7pp | 30.28%-15.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $542 | $2,167-75.0% | $3,287-83.5% | $3,332-83.7% |
| Admin fee / account holder | $999 | $3,324-69.9% | $5,479-81.8% | $4,645-78.5% |