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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 | $5,224 | $65,034-92.0% | $90,970-94.3% | $79,856-93.5% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 19.37% | 30.45%-11.1pp | 134.60%-115.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $572 | $1,247-54.2% | $2,122-73.1% | $2,471-76.9% |
| Participant deferral / active EE | $710 | $2,512-71.8% | $3,373-79.0% | $3,741-81.0% |
| Admin fee / account holder | $556 | $4,536-87.7% | $5,961-90.7% | $5,306-89.5% |