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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 | $6,411 | $55,713-88.5% | $75,894-91.6% | $72,983-91.2% |
| Participation rate | 23.3% | 61.1%-37.9pp | 69.3%-46.0pp | 69.5%-46.2pp |
| Annual return | 20.36% | 27.60%-7.2pp | 30.76%-10.4pp | 81.01%-60.7pp |
| Employer contribution / active EE | $486 | $1,687-71.2% | $2,501-80.6% | $2,440-80.1% |
| Participant deferral / active EE | $428 | $2,634-83.7% | $3,603-88.1% | $3,608-88.1% |
| Admin fee / account holder | $1,120 | $3,980-71.9% | $5,420-79.3% | $5,124-78.1% |