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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 | $5,808 | $48,300-88.0% | $40,145,923-100.0% | $62,881-90.8% |
| Participation rate | 10.5% | 62.0%-51.5pp | 68.4%-57.9pp | 69.3%-58.8pp |
| Annual return | 9.46% | 6.95%+2.5pp | 5.24%+4.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $234 | $1,333-82.4% | $1,844-87.3% | $2,281-89.7% |
| Participant deferral / active EE | $413 | $2,388-82.7% | $2,591-84.0% | $3,203-87.1% |
| Admin fee / account holder | $1,537 | $2,919-47.4% | $2,903-47.1% | $4,296-64.2% |