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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 | $6,388 | $72,027-91.1% | $185,835-96.6% | $79,852-92.0% |
| Participation rate | 41.4% | 65.8%-24.4pp | 78.0%-36.7pp | 69.6%-28.3pp |
| Annual return | 30.63% | 23.13%+7.5pp | 35.96%-5.3pp | 31.72%-1.1pp |
| Employer contribution / active EE | $536 | $1,965-72.7% | $4,087-86.9% | $2,471-78.3% |
| Participant deferral / active EE | $1,112 | $3,780-70.6% | $5,633-80.3% | $3,740-70.3% |
| Admin fee / account holder | $470 | $4,513-89.6% | $9,502-95.1% | $5,306-91.1% |