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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 | $5,644 | $48,078-88.3% | $78,676-92.8% | $62,881-91.0% |
| Participation rate | 39.7% | 65.2%-25.6pp | 73.6%-33.9pp | 69.3%-29.6pp |
| Annual return | 6.90% | 31.36%-24.5pp | 62.19%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $213 | $2,015-89.4% | $2,850-92.5% | $2,281-90.6% |
| Participant deferral / active EE | $409 | $2,587-84.2% | $3,517-88.4% | $3,203-87.2% |
| Admin fee / account holder | $727 | $3,206-77.3% | $4,510-83.9% | $4,296-83.1% |