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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 | $9,269 | $78,423-88.2% | $95,964-90.3% | $79,856-88.4% |
| Participation rate | 32.3% | 73.5%-41.2pp | 77.1%-44.8pp | 69.6%-37.4pp |
| Annual return | 15.06% | 19.37%-4.3pp | 91.64%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $517 | $1,945-73.4% | $2,541-79.7% | $2,471-79.1% |
| Participant deferral / active EE | $875 | $3,440-74.6% | $4,167-79.0% | $3,741-76.6% |
| Admin fee / account holder | $533 | $5,622-90.5% | $6,797-92.2% | $5,306-90.0% |