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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 | $2,728 | $93,064-97.1% | $74,577-96.3% | $273,972-99.0% |
| Participation rate | 41.7% | 74.9%-33.3pp | 68.1%-26.4pp | 83.0%-41.3pp |
| Annual return | 8.03% | 26.18%-18.2pp | 20.47%-12.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $136 | $3,160-95.7% | $2,525-94.6% | $4,869-97.2% |
| Participant deferral / active EE | $234 | $4,160-94.4% | $3,458-93.2% | $5,287-95.6% |
| Admin fee / account holder | $733 | $5,273-86.1% | $4,138-82.3% | $10,133-92.8% |