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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 | $6,018 | $56,110-89.3% | $94,993-93.7% | $70,126-91.4% |
| Participation rate | 51.8% | 65.0%-13.2pp | 73.9%-22.1pp | 69.5%-17.8pp |
| Annual return | 14.92% | 51.02%-36.1pp | 27.14%-12.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $341 | $1,442-76.4% | $2,603-86.9% | $2,343-85.5% |
| Participant deferral / active EE | $864 | $2,391-63.9% | $3,317-73.9% | $3,332-74.1% |
| Admin fee / account holder | $1,893 | $3,456-45.2% | $4,960-61.8% | $4,645-59.2% |