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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 | $9,634 | $54,757-82.4% | $90,304-89.3% | $72,975-86.8% |
| Participation rate | 45.2% | 65.2%-20.0pp | 73.3%-28.1pp | 69.5%-24.3pp |
| Annual return | 148.44% | 30.63%+117.8pp | 78.13%+70.3pp | 81.01%+67.4pp |
| Employer contribution / active EE | $414 | $2,093-80.2% | $2,855-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $133 | $2,887-95.4% | $3,885-96.6% | $3,608-96.3% |
| Admin fee / account holder | $9,035 | $3,973+127.4% | $5,354+68.7% | $5,124+76.3% |