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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 | $6,535 | $84,236-92.2% | $170,435-96.2% | $70,126-90.7% |
| Participation rate | 51.9% | 70.8%-19.0pp | 83.6%-31.7pp | 69.5%-17.7pp |
| Annual return | 15.14% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $568 | $3,387-83.2% | $5,432-89.5% | $2,343-75.8% |
| Participant deferral / active EE | $648 | $3,086-79.0% | $4,939-86.9% | $3,332-80.6% |
| Admin fee / account holder | $2,051 | $5,698-64.0% | $13,881-85.2% | $4,645-55.8% |