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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 | $14,382 | $48,364-70.3% | $71,796-80.0% | $62,881-77.1% |
| Participation rate | 47.6% | 60.6%-13.1pp | 69.1%-21.6pp | 69.3%-21.7pp |
| Annual return | 5.02% | 13.16%-8.1pp | 78.04%-73.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $183 | $1,042-82.4% | $1,924-90.5% | $2,281-92.0% |
| Participant deferral / active EE | $825 | $2,091-60.5% | $2,794-70.5% | $3,203-74.2% |
| Admin fee / account holder | $462 | $3,771-87.8% | $4,815-90.4% | $4,296-89.2% |