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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 | $10,007 | $67,411-85.2% | $91,004-89.0% | $70,126-85.7% |
| Participation rate | 41.5% | 71.4%-29.9pp | 75.6%-34.1pp | 69.5%-28.1pp |
| Annual return | 18.76% | -40.16%+58.9pp | 4.60%+14.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $522 | $1,786-70.8% | $2,456-78.8% | $2,343-77.7% |
| Participant deferral / active EE | $613 | $2,823-78.3% | $3,548-82.7% | $3,332-81.6% |
| Admin fee / account holder | $342 | $4,236-91.9% | $5,417-93.7% | $4,645-92.6% |