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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 | $8,062 | $51,166-84.2% | $70,544-88.6% | $71,511-88.7% |
| Participation rate | 9.9% | 59.4%-49.4pp | 68.4%-58.4pp | 67.9%-58.0pp |
| Annual return | 45.87% | 42.71%+3.2pp | 32.79%+13.1pp | 28.86%+17.0pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $2,976-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $613 | $3,031-79.8% | $4,568-86.6% | $4,291-85.7% |
| Admin fee / account holder | $743 | $2,000-62.8% | $6,427-88.4% | $1,588-53.2% |