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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 | $5,576 | $58,627-90.5% | $76,735-92.7% | $82,448-93.2% |
| Participation rate | 46.2% | 63.2%-17.1pp | 69.5%-23.3pp | 68.1%-21.9pp |
| Annual return | 13.18% | 39.10%-25.9pp | 29.77%-16.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $462 | $1,729-73.3% | $2,454-81.2% | $2,551-81.9% |
| Participant deferral / active EE | $614 | $3,134-80.4% | $4,088-85.0% | $4,139-85.2% |
| Admin fee / account holder | $2,914 | $5,323-45.3% | $7,189-59.5% | $7,234-59.7% |