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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 | $5,035 | $81,331-93.8% | $155,534-96.8% | $80,935-93.8% |
| Participation rate | 40.4% | 66.3%-25.8pp | 78.2%-37.8pp | 67.7%-27.2pp |
| Annual return | 13.06% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $760 | $3,105-75.5% | $4,675-83.7% | $2,757-72.4% |
| Participant deferral / active EE | $349 | $3,454-89.9% | $5,630-93.8% | $4,299-91.9% |
| Admin fee / account holder | $904 | $7,999-88.7% | $15,900-94.3% | $6,924-86.9% |