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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 | $5,152 | $56,894-90.9% | $84,753-93.9% | $62,881-91.8% |
| Participation rate | 35.9% | 68.5%-32.6pp | 76.6%-40.7pp | 69.3%-33.4pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $684 | $2,400-71.5% | $3,574-80.9% | $2,281-70.0% |
| Participant deferral / active EE | $989 | $2,709-63.5% | $3,712-73.3% | $3,203-69.1% |
| Admin fee / account holder | $467 | $3,581-87.0% | $5,333-91.2% | $4,296-89.1% |