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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 | $3,473 | $41,377-91.6% | $109,313-96.8% | $62,881-94.5% |
| Participation rate | 51.9% | 57.5%-5.7pp | 71.3%-19.4pp | 69.3%-17.5pp |
| Annual return | 9.38% | 11.05%-1.7pp | 22.07%-12.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $398 | $1,276-68.8% | $3,892-89.8% | $2,281-82.6% |
| Participant deferral / active EE | $448 | $2,045-78.1% | $3,166-85.8% | $3,203-86.0% |
| Admin fee / account holder | $483 | $2,884-83.2% | $5,666-91.5% | $4,296-88.7% |