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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 | $6,232 | $48,078-87.0% | $78,676-92.1% | $62,881-90.1% |
| Participation rate | 19.5% | 65.2%-45.7pp | 73.6%-54.1pp | 69.3%-49.8pp |
| Annual return | 10.61% | 31.36%-20.8pp | 62.19%-51.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $314 | $2,015-84.4% | $2,850-89.0% | $2,281-86.2% |
| Participant deferral / active EE | $323 | $2,587-87.5% | $3,517-90.8% | $3,203-89.9% |
| Admin fee / account holder | $608 | $3,206-81.0% | $4,510-86.5% | $4,296-85.9% |