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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 | $6,127 | $67,894-91.0% | $89,340-93.1% | $82,448-92.6% |
| Participation rate | 51.4% | 64.0%-12.7pp | 69.6%-18.2pp | 68.1%-16.7pp |
| Annual return | 41.67% | 19.21%+22.5pp | 20.57%+21.1pp | 41.64%0pp |
| Employer contribution / active EE | $417 | $1,828-77.2% | $2,231-81.3% | $2,551-83.7% |
| Participant deferral / active EE | $552 | $3,072-82.0% | $3,823-85.6% | $4,139-86.7% |
| Admin fee / account holder | $745 | $5,723-87.0% | $6,704-88.9% | $7,234-89.7% |