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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 | $8,649 | $65,034-86.7% | $90,970-90.5% | $79,856-89.2% |
| Participation rate | 26.3% | 61.6%-35.4pp | 69.0%-42.8pp | 69.6%-43.4pp |
| Annual return | 48.46% | 30.45%+18.0pp | 134.60%-86.1pp | 31.71%+16.7pp |
| Employer contribution / active EE | $762 | $1,247-38.9% | $2,122-64.1% | $2,471-69.1% |
| Participant deferral / active EE | $927 | $2,512-63.1% | $3,373-72.5% | $3,741-75.2% |
| Admin fee / account holder | $362 | $4,536-92.0% | $5,961-93.9% | $5,306-93.2% |