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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 | $5,746 | $65,027-91.2% | $90,970-93.7% | $79,852-92.8% |
| Participation rate | 40.9% | 61.6%-20.7pp | 69.0%-28.1pp | 69.6%-28.7pp |
| Annual return | 17.65% | 30.45%-12.8pp | 134.58%-116.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $360 | $1,247-71.2% | $2,122-83.1% | $2,471-85.4% |
| Participant deferral / active EE | $719 | $2,512-71.4% | $3,373-78.7% | $3,740-80.8% |
| Admin fee / account holder | $490 | $4,535-89.2% | $5,960-91.8% | $5,306-90.8% |