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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 | $6,106 | $52,279-88.3% | $89,414-93.2% | $79,852-92.4% |
| Participation rate | 51.9% | 57.5%-5.7pp | 68.0%-16.1pp | 69.6%-17.8pp |
| Annual return | 21.86% | 22.16%-0.3pp | 245.50%-223.6pp | 31.72%-9.9pp |
| Employer contribution / active EE | $523 | $1,572-66.7% | $2,586-79.8% | $2,471-78.8% |
| Participant deferral / active EE | $620 | $2,740-77.4% | $3,890-84.1% | $3,740-83.4% |
| Admin fee / account holder | $1,290 | $3,356-61.6% | $4,883-73.6% | $5,306-75.7% |