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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 | $6,683 | $43,749-84.7% | $158,223-95.8% | $65,306-89.8% |
| Participation rate | 37.9% | 56.9%-19.0pp | 79.2%-41.3pp | 57.7%-19.8pp |
| Annual return | 11.64% | 19.41%-7.8pp | 52.09%-40.5pp | 21.94%-10.3pp |
| Employer contribution / active EE | $381 | $1,497-74.6% | $4,109-90.7% | $1,967-80.6% |
| Participant deferral / active EE | $480 | $2,019-76.2% | $5,467-91.2% | $2,959-83.8% |
| Admin fee / account holder | $3,446 | $1,930+78.5% | $16,047-78.5% | $3,480-1.0% |