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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 | $1,182 | $58,057-98.0% | $97,032-98.8% | $86,983-98.6% |
| Participation rate | 20.5% | 60.4%-39.9pp | 71.6%-51.1pp | 69.5%-49.1pp |
| Annual return | 18.09% | 22.26%-4.2pp | 35.38%-17.3pp | 25.83%-7.7pp |
| Employer contribution / active EE | $155 | $1,663-90.7% | $2,629-94.1% | $2,584-94.0% |
| Participant deferral / active EE | $169 | $3,244-94.8% | $4,672-96.4% | $4,194-96.0% |
| Admin fee / account holder | $1,642 | $4,839-66.1% | $9,418-82.6% | $7,856-79.1% |