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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 | $4,487 | $56,063-92.0% | $76,051-94.1% | $80,911-94.5% |
| Participation rate | 42.5% | 62.0%-19.6pp | 69.1%-26.6pp | 67.6%-25.2pp |
| Annual return | 10.44% | 20.54%-10.1pp | 360.42%-350.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $433 | $1,874-76.9% | $2,690-83.9% | $2,756-84.3% |
| Participant deferral / active EE | $663 | $3,052-78.3% | $4,257-84.4% | $4,297-84.6% |
| Admin fee / account holder | $1,046 | $5,240-80.0% | $6,416-83.7% | $6,935-84.9% |