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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 | $5,687 | $35,183-83.8% | $73,550-92.3% | $70,126-91.9% |
| Participation rate | 14.1% | 42.9%-28.8pp | 54.9%-40.8pp | 69.5%-55.4pp |
| Annual return | 19.55% | 26.90%-7.4pp | -15.16%+34.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $170 | $709-76.0% | $1,219-86.1% | $2,343-92.8% |
| Participant deferral / active EE | $281 | $1,220-77.0% | $1,804-84.4% | $3,332-91.6% |
| Admin fee / account holder | $358 | $2,302-84.4% | $2,320-84.6% | $4,645-92.3% |