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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 | $5,060 | $56,544-91.1% | $75,501-93.3% | $70,126-92.8% |
| Participation rate | 38.5% | 68.1%-29.7pp | 72.4%-33.9pp | 69.5%-31.1pp |
| Annual return | 19.25% | 23.59%-4.3pp | 27.35%-8.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $601 | $1,817-66.9% | $2,352-74.5% | $2,343-74.4% |
| Participant deferral / active EE | $742 | $2,580-71.2% | $3,142-76.4% | $3,332-77.7% |
| Admin fee / account holder | $491 | $3,827-87.2% | $5,801-91.5% | $4,645-89.4% |