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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 | $6,067 | $51,604-88.2% | $129,295-95.3% | $80,874-92.5% |
| Participation rate | 37.1% | 57.0%-19.8pp | 69.6%-32.5pp | 67.6%-30.5pp |
| Annual return | 21.18% | 20.76%+0.4pp | 9429.28%-9408.1pp | 35.62%-14.4pp |
| Employer contribution / active EE | $535 | $1,585-66.2% | $4,157-87.1% | $2,756-80.6% |
| Participant deferral / active EE | $710 | $2,670-73.4% | $4,169-83.0% | $4,297-83.5% |
| Admin fee / account holder | $912 | $4,310-78.8% | $7,665-88.1% | $6,935-86.9% |