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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 | $4,327 | $71,230-93.9% | $93,727-95.4% | $80,959-94.7% |
| Participation rate | 60.3% | 60.4%-0.1pp | 68.7%-8.4pp | 67.7%-7.4pp |
| Annual return | 11.68% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,228 | $1,565-21.5% | $2,421-49.3% | $2,757-55.5% |
| Participant deferral / active EE | $658 | $4,037-83.7% | $4,417-85.1% | $4,300-84.7% |
| Admin fee / account holder | $530 | $6,961-92.4% | $8,292-93.6% | $6,925-92.4% |