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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 | $4,963 | $91,179-94.6% | $178,499-97.2% | $79,852-93.8% |
| Participation rate | 38.6% | 69.2%-30.6pp | 81.9%-43.3pp | 69.6%-31.0pp |
| Annual return | 15.44% | 24.19%-8.8pp | 151.10%-135.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $456 | $3,256-86.0% | $5,011-90.9% | $2,471-81.5% |
| Participant deferral / active EE | $681 | $3,236-79.0% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $3,304 | $6,749-51.0% | $13,986-76.4% | $5,306-37.7% |