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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 | $6,789 | $87,106-92.2% | $105,607-93.6% | $80,935-91.6% |
| Participation rate | 40.6% | 70.4%-29.9pp | 75.3%-34.7pp | 67.7%-27.1pp |
| Annual return | 12.04% | 17.01%-5.0pp | 116.11%-104.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $764 | $2,396-68.1% | $3,167-75.9% | $2,757-72.3% |
| Participant deferral / active EE | $996 | $3,986-75.0% | $5,011-80.1% | $4,299-76.8% |
| Admin fee / account holder | $372 | $8,447-95.6% | $10,958-96.6% | $6,924-94.6% |