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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 | $5,493 | $46,599-88.2% | $64,101-91.4% | $75,173-92.7% |
| Participation rate | 56.8% | 65.9%-9.1pp | 72.3%-15.5pp | 67.2%-10.4pp |
| Annual return | 15.56% | 26.06%-10.5pp | 33.72%-18.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $413 | $1,975-79.1% | $2,749-85.0% | $2,671-84.5% |
| Participant deferral / active EE | $671 | $2,837-76.3% | $3,881-82.7% | $4,126-83.7% |
| Admin fee / account holder | $579 | $2,956-80.4% | $3,070-81.1% | $5,651-89.8% |