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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 | $4,341 | $49,249-91.2% | $70,476-93.8% | $79,852-94.6% |
| Participation rate | 53.6% | 69.2%-15.6pp | 75.1%-21.5pp | 69.6%-16.1pp |
| Annual return | 16.17% | 30.09%-13.9pp | 109.12%-92.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $424 | $2,100-79.8% | $2,738-84.5% | $2,471-82.8% |
| Participant deferral / active EE | $623 | $2,769-77.5% | $3,710-83.2% | $3,740-83.3% |
| Admin fee / account holder | $431 | $2,878-85.0% | $3,847-88.8% | $5,306-91.9% |