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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 | $5,196 | $62,672-91.7% | $185,117-97.2% | $70,131-92.6% |
| Participation rate | 24.3% | 63.8%-39.5pp | 77.3%-52.9pp | 69.5%-45.2pp |
| Annual return | 25.40% | 40.79%-15.4pp | 40.50%-15.1pp | 73.14%-47.7pp |
| Employer contribution / active EE | $285 | $1,753-83.7% | $4,182-93.2% | $2,342-87.8% |
| Participant deferral / active EE | $641 | $3,272-80.4% | $5,045-87.3% | $3,332-80.8% |
| Admin fee / account holder | $1,341 | $3,932-65.9% | $8,159-83.6% | $4,645-71.1% |