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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 | $13,825 | $48,364-71.4% | $71,796-80.7% | $62,881-78.0% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 4.94% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $290 | $1,042-72.2% | $1,924-84.9% | $2,281-87.3% |
| Participant deferral / active EE | $564 | $2,091-73.0% | $2,794-79.8% | $3,203-82.4% |
| Admin fee / account holder | $439 | $3,771-88.3% | $4,815-90.9% | $4,296-89.8% |