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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 | $2,080 | $48,078-95.7% | $78,676-97.4% | $62,881-96.7% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 5.65% | 31.36%-25.7pp | 62.19%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $223 | $2,015-88.9% | $2,850-92.2% | $2,281-90.2% |
| Participant deferral / active EE | $681 | $2,587-73.7% | $3,517-80.6% | $3,203-78.7% |
| Admin fee / account holder | $415 | $3,206-87.0% | $4,510-90.8% | $4,296-90.3% |