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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 | $5,082 | $37,446-86.4% | $77,552-93.4% | $79,856-93.6% |
| Participation rate | 24.2% | 41.5%-17.3pp | 54.2%-30.0pp | 69.6%-45.4pp |
| Annual return | 14.33% | 39.76%-25.4pp | 54.82%-40.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $102 | $637-84.1% | $987-89.7% | $2,471-95.9% |
| Participant deferral / active EE | $146 | $1,261-88.4% | $1,861-92.1% | $3,741-96.1% |
| Admin fee / account holder | $1,252 | $2,506-50.0% | $2,859-56.2% | $5,306-76.4% |