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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 | $4,481 | $32,037-86.0% | $69,182-93.5% | $62,881-92.9% |
| Participation rate | 11.9% | 43.4%-31.5pp | 55.1%-43.2pp | 69.3%-57.4pp |
| Annual return | 14.34% | 15.16%-0.8pp | -21.93%+36.3pp | 20.14%-5.8pp |
| Employer contribution / active EE | $595 | $679-12.4% | $1,206-50.7% | $2,281-73.9% |
| Participant deferral / active EE | $294 | $1,185-75.2% | $1,897-84.5% | $3,203-90.8% |
| Admin fee / account holder | $949 | $2,608-63.6% | $2,697-64.8% | $4,296-77.9% |