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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 | $5,795 | $67,411-91.4% | $91,004-93.6% | $70,126-91.7% |
| Participation rate | 25.0% | 71.4%-46.4pp | 75.6%-50.6pp | 69.5%-44.5pp |
| Annual return | 22.01% | -40.16%+62.2pp | 4.60%+17.4pp | 73.15%-51.1pp |
| Employer contribution / active EE | $375 | $1,786-79.0% | $2,456-84.7% | $2,343-84.0% |
| Participant deferral / active EE | $750 | $2,823-73.4% | $3,548-78.9% | $3,332-77.5% |
| Admin fee / account holder | $1,521 | $4,236-64.1% | $5,417-71.9% | $4,645-67.3% |