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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 | $5,766 | $56,054-89.7% | $171,082-96.6% | $62,881-90.8% |
| Participation rate | 39.3% | 62.9%-23.6pp | 76.7%-37.4pp | 69.3%-30.0pp |
| Annual return | 12.21% | 22.52%-10.3pp | 32.56%-20.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $641 | $1,731-63.0% | $4,002-84.0% | $2,281-71.9% |
| Participant deferral / active EE | $936 | $3,158-70.4% | $4,797-80.5% | $3,203-70.8% |
| Admin fee / account holder | $953 | $3,647-73.9% | $8,520-88.8% | $4,296-77.8% |