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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 | $6,136 | $68,878-91.1% | $120,574-94.9% | $80,935-92.4% |
| Participation rate | 53.5% | 61.7%-8.2pp | 71.9%-18.5pp | 67.7%-14.2pp |
| Annual return | 12.78% | 23.67%-10.9pp | 107.42%-94.6pp | 35.66%-22.9pp |
| Employer contribution / active EE | $637 | $2,065-69.1% | $3,471-81.6% | $2,757-76.9% |
| Participant deferral / active EE | $1,037 | $3,189-67.5% | $4,996-79.2% | $4,299-75.9% |
| Admin fee / account holder | $311 | $5,782-94.6% | $9,445-96.7% | $6,924-95.5% |