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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 | $2,618 | $77,908-96.6% | $149,696-98.3% | $75,173-96.5% |
| Participation rate | 52.5% | 65.6%-13.1pp | 78.8%-26.3pp | 67.2%-14.7pp |
| Annual return | 23.74% | 31.73%-8.0pp | 134.46%-110.7pp | 160.72%-137.0pp |
| Employer contribution / active EE | $483 | $3,138-84.6% | $4,821-90.0% | $2,671-81.9% |
| Participant deferral / active EE | $614 | $3,411-82.0% | $5,682-89.2% | $4,126-85.1% |
| Admin fee / account holder | $1,009 | $5,950-83.0% | $13,212-92.4% | $5,651-82.1% |