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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 | $9,968 | $85,766-88.4% | $136,298-92.7% | $70,126-85.8% |
| Participation rate | 40.7% | 74.2%-33.4pp | 81.9%-41.2pp | 69.5%-28.8pp |
| Annual return | 18.61% | 31.46%-12.8pp | 5156.27%-5137.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $549 | $2,966-81.5% | $4,696-88.3% | $2,343-76.6% |
| Participant deferral / active EE | $892 | $5,051-82.3% | $6,247-85.7% | $3,332-73.2% |
| Admin fee / account holder | $967 | $5,421-82.2% | $9,244-89.5% | $4,645-79.2% |