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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 | $4,024 | $90,486-95.6% | $78,676-94.9% | $273,972-98.5% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | 14.10% | 75.62%-61.5pp | 62.19%-48.1pp | 41.46%-27.4pp |
| Employer contribution / active EE | $185 | $3,175-94.2% | $2,850-93.5% | $4,869-96.2% |
| Participant deferral / active EE | $338 | $3,901-91.3% | $3,517-90.4% | $5,287-93.6% |
| Admin fee / account holder | $979 | $5,263-81.4% | $4,510-78.3% | $10,133-90.3% |