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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 | $4,517 | $35,183-87.2% | $73,550-93.9% | $70,126-93.6% |
| Participation rate | 11.1% | 42.9%-31.8pp | 54.9%-43.8pp | 69.5%-58.4pp |
| Annual return | 18.92% | 26.90%-8.0pp | -15.16%+34.1pp | 73.15%-54.2pp |
| Employer contribution / active EE | $220 | $709-68.9% | $1,219-81.9% | $2,343-90.6% |
| Participant deferral / active EE | $251 | $1,220-79.4% | $1,804-86.1% | $3,332-92.5% |
| Admin fee / account holder | $702 | $2,302-69.5% | $2,320-69.7% | $4,645-84.9% |