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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 | $8,830 | $77,638-88.6% | $156,551-94.4% | $62,881-86.0% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 9.76% | 50.33%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $382 | $3,444-88.9% | $5,501-93.1% | $2,281-83.2% |
| Participant deferral / active EE | $642 | $3,046-78.9% | $4,871-86.8% | $3,203-80.0% |
| Admin fee / account holder | $674 | $5,561-87.9% | $13,028-94.8% | $4,296-84.3% |