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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 | $9,297 | $57,330-83.8% | $86,656-89.3% | $75,177-87.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 14.85% | 2675.40%-2660.6pp | 593.09%-578.2pp | 160.75%-145.9pp |
| Employer contribution / active EE | $386 | $2,316-83.3% | $3,025-87.2% | $2,671-85.5% |
| Participant deferral / active EE | $767 | $3,320-76.9% | $4,439-82.7% | $4,126-81.4% |
| Admin fee / account holder | $741 | $4,115-82.0% | $5,619-86.8% | $5,651-86.9% |