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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 | $6,249 | $67,602-90.8% | $82,312-92.4% | $70,126-91.1% |
| Participation rate | 41.3% | 72.8%-31.4pp | 76.9%-35.6pp | 69.5%-28.2pp |
| Annual return | 17.81% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $388 | $1,755-77.9% | $2,428-84.0% | $2,343-83.4% |
| Participant deferral / active EE | $433 | $2,987-85.5% | $3,706-88.3% | $3,332-87.0% |
| Admin fee / account holder | $504 | $4,512-88.8% | $5,608-91.0% | $4,645-89.2% |