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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 | $6,253 | $77,638-91.9% | $156,551-96.0% | $62,881-90.1% |
| Participation rate | 46.3% | 71.2%-24.9pp | 84.0%-37.7pp | 69.3%-23.0pp |
| Annual return | 8.50% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $435 | $3,444-87.4% | $5,501-92.1% | $2,281-80.9% |
| Participant deferral / active EE | $171 | $3,046-94.4% | $4,871-96.5% | $3,203-94.7% |
| Admin fee / account holder | $898 | $5,561-83.8% | $13,028-93.1% | $4,296-79.1% |