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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 | $4,155 | $32,425-87.2% | $74,577-94.4% | $55,167-92.5% |
| Participation rate | 16.7% | 54.0%-37.3pp | 68.1%-51.4pp | 69.0%-52.3pp |
| Annual return | 10.40% | 10.63%-0.2pp | 20.47%-10.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $316 | $1,043-69.7% | $2,525-87.5% | $1,963-83.9% |
| Participant deferral / active EE | $49 | $1,995-97.5% | $3,458-98.6% | $3,054-98.4% |
| Admin fee / account holder | $729 | $748-2.5% | $4,138-82.4% | $504+44.7% |