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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 | $6,073 | $57,312-89.4% | $86,617-93.0% | $75,181-91.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 17.99% | 2672.78%-2654.8pp | 591.91%-573.9pp | 160.69%-142.7pp |
| Employer contribution / active EE | $368 | $2,315-84.1% | $3,023-87.8% | $2,671-86.2% |
| Participant deferral / active EE | $420 | $3,319-87.3% | $4,437-90.5% | $4,126-89.8% |
| Admin fee / account holder | $465 | $4,114-88.7% | $5,613-91.7% | $5,650-91.8% |