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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 | $3,193 | $215,361-98.5% | $171,082-98.1% | $273,972-98.8% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 5.95% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $480 | $4,967-90.3% | $4,002-88.0% | $4,869-90.1% |
| Participant deferral / active EE | $480 | $5,543-91.3% | $4,797-90.0% | $5,287-90.9% |
| Admin fee / account holder | $2,220 | $10,846-79.5% | $8,520-73.9% | $10,133-78.1% |