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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 | $59,440-90.6% | $78,004-92.9% | $82,637-93.3% |
| Participation rate | 46.2% | 62.8%-16.7pp | 69.4%-23.3pp | 68.1%-21.9pp |
| Annual return | 13.18% | 40.24%-27.1pp | 31.07%-17.9pp | 53.51%-40.3pp |
| Employer contribution / active EE | $462 | $1,750-73.6% | $2,469-81.3% | $2,552-81.9% |
| Participant deferral / active EE | $614 | $3,138-80.4% | $4,092-85.0% | $4,126-85.1% |
| Admin fee / account holder | $2,914 | $5,504-47.1% | $7,578-61.6% | $7,339-60.3% |