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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 | $9,627 | $59,535-83.8% | $90,161-89.3% | $62,293-84.5% |
| Participation rate | 36.4% | 73.0%-36.7pp | 76.9%-40.5pp | 69.5%-33.2pp |
| Annual return | 88.97% | 23.53%+65.4pp | 34.89%+54.1pp | 28.90%+60.1pp |
| Employer contribution / active EE | $392 | $1,826-78.5% | $3,318-88.2% | $2,042-80.8% |
| Participant deferral / active EE | $1,207 | $4,639-74.0% | $5,287-77.2% | $3,169-61.9% |
| Admin fee / account holder | $487 | $337+44.6% | $5,943-91.8% | $479+1.6% |