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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 | $5,934 | $52,580-88.7% | $71,671-91.7% | $70,126-91.5% |
| Participation rate | 29.2% | 60.9%-31.6pp | 68.7%-39.5pp | 69.5%-40.3pp |
| Annual return | 13.62% | 20.25%-6.6pp | 20.65%-7.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $291 | $1,616-82.0% | $2,460-88.2% | $2,343-87.6% |
| Participant deferral / active EE | $726 | $2,386-69.6% | $3,438-78.9% | $3,332-78.2% |
| Admin fee / account holder | $1,052 | $3,653-71.2% | $5,558-81.1% | $4,645-77.4% |