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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 | $5,061 | $78,423-93.5% | $95,964-94.7% | $79,856-93.7% |
| Participation rate | 59.6% | 73.5%-13.9pp | 77.1%-17.5pp | 69.6%-10.1pp |
| Annual return | 17.12% | 19.37%-2.3pp | 91.64%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $482 | $1,945-75.2% | $2,541-81.0% | $2,471-80.5% |
| Participant deferral / active EE | $1,152 | $3,440-66.5% | $4,167-72.3% | $3,741-69.2% |
| Admin fee / account holder | $495 | $5,622-91.2% | $6,797-92.7% | $5,306-90.7% |