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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 | $5,706 | $77,814-92.7% | $158,223-96.4% | $86,983-93.4% |
| Participation rate | 61.2% | 68.4%-7.2pp | 79.2%-18.0pp | 69.5%-8.3pp |
| Annual return | 18.14% | 30.54%-12.4pp | 52.09%-33.9pp | 25.83%-7.7pp |
| Employer contribution / active EE | $461 | $2,592-82.2% | $4,109-88.8% | $2,584-82.2% |
| Participant deferral / active EE | $627 | $3,270-80.8% | $5,467-88.5% | $4,194-85.1% |
| Admin fee / account holder | $1,122 | $5,879-80.9% | $16,047-93.0% | $7,856-85.7% |