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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 | $6,198 | $110,410-94.4% | $102,437-93.9% | $145,897-95.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.33% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $858 | $4,217-79.7% | $3,871-77.8% | $4,663-81.6% |
| Participant deferral / active EE | $910 | $5,622-83.8% | $5,060-82.0% | $6,689-86.4% |
| Admin fee / account holder | $349 | $9,745-96.4% | $8,388-95.8% | $13,390-97.4% |