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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 | $5,685 | $58,493-90.3% | $84,021-93.2% | $72,975-92.2% |
| Participation rate | 51.1% | 61.2%-10.2pp | 69.0%-18.0pp | 69.5%-18.4pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $394 | $1,163-66.1% | $1,984-80.1% | $2,440-83.9% |
| Participant deferral / active EE | $848 | $2,394-64.6% | $3,239-73.8% | $3,608-76.5% |
| Admin fee / account holder | $460 | $4,569-89.9% | $6,102-92.5% | $5,124-91.0% |