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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 | $1,913 | $58,627-96.7% | $76,735-97.5% | $82,448-97.7% |
| Participation rate | 59.6% | 63.2%-3.6pp | 69.5%-9.9pp | 68.1%-8.5pp |
| Annual return | 18.70% | 39.10%-20.4pp | 29.77%-11.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $467 | $3,134-85.1% | $4,088-88.6% | $4,139-88.7% |
| Admin fee / account holder | $964 | $5,323-81.9% | $7,189-86.6% | $7,234-86.7% |