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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 | $4,073 | $99,875-95.9% | $146,866-97.2% | $86,983-95.3% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.5%-7.5pp |
| Annual return | 16.73% | 28.10%-11.4pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $546 | $3,224-83.1% | $4,425-87.7% | $2,584-78.9% |
| Participant deferral / active EE | $689 | $6,322-89.1% | $7,759-91.1% | $4,194-83.6% |
| Admin fee / account holder | $1,312 | $7,838-83.3% | $13,620-90.4% | $7,856-83.3% |