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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 | $4,040 | $37,446-89.2% | $77,552-94.8% | $79,856-94.9% |
| Participation rate | 18.9% | 41.5%-22.7pp | 54.2%-35.3pp | 69.6%-50.8pp |
| Annual return | 21.16% | 39.76%-18.6pp | 54.82%-33.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $331 | $637-48.0% | $987-66.4% | $2,471-86.6% |
| Participant deferral / active EE | $292 | $1,261-76.9% | $1,861-84.3% | $3,741-92.2% |
| Admin fee / account holder | $1,619 | $2,506-35.4% | $2,859-43.4% | $5,306-69.5% |