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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 | $5,487 | $107,809-94.9% | $97,032-94.3% | $155,188-96.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | 14.41% | 38.06%-23.7pp | 35.38%-21.0pp | 148.84%-134.4pp |
| Employer contribution / active EE | $286 | $2,911-90.2% | $2,629-89.1% | $4,248-93.3% |
| Participant deferral / active EE | $585 | $5,129-88.6% | $4,672-87.5% | $6,531-91.0% |
| Admin fee / account holder | $2,773 | $10,717-74.1% | $9,418-70.6% | $14,480-80.8% |