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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 | $11,390 | $58,828-80.6% | $78,002-85.4% | $62,881-81.9% |
| Participation rate | 55.3% | 71.1%-15.8pp | 75.5%-20.3pp | 69.3%-14.0pp |
| Annual return | 7.79% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $309 | $1,672-81.5% | $2,470-87.5% | $2,281-86.5% |
| Participant deferral / active EE | $617 | $2,686-77.0% | $3,497-82.4% | $3,203-80.7% |
| Admin fee / account holder | $600 | $4,393-86.3% | $5,481-89.1% | $4,296-86.0% |