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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 | $5,414 | $76,551-92.9% | $123,894-95.6% | $62,881-91.4% |
| Participation rate | 25.8% | 73.0%-47.2pp | 81.4%-55.6pp | 69.3%-43.5pp |
| Annual return | 14.81% | 18.68%-3.9pp | 47.52%-32.7pp | 20.14%-5.3pp |
| Employer contribution / active EE | $728 | $2,882-74.7% | $4,617-84.2% | $2,281-68.1% |
| Participant deferral / active EE | $1,147 | $4,840-76.3% | $5,984-80.8% | $3,203-64.2% |
| Admin fee / account holder | $653 | $4,826-86.5% | $8,357-92.2% | $4,296-84.8% |