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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 | $5,327 | $78,690-93.2% | $161,489-96.7% | $87,485-93.9% |
| Participation rate | 44.7% | 67.5%-22.7pp | 78.7%-34.0pp | 68.9%-24.2pp |
| Annual return | 18.11% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-8.0pp |
| Employer contribution / active EE | $424 | $2,588-83.6% | $4,268-90.1% | $2,596-83.7% |
| Participant deferral / active EE | $612 | $3,311-81.5% | $5,630-89.1% | $4,274-85.7% |
| Admin fee / account holder | $816 | $6,724-87.9% | $16,006-94.9% | $7,775-89.5% |