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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 | $9,412 | $53,128-82.3% | $86,582-89.1% | $70,126-86.6% |
| Participation rate | 18.5% | 65.3%-46.8pp | 73.5%-55.0pp | 69.5%-51.0pp |
| Annual return | 28.38% | 27.66%+0.7pp | 965.08%-936.7pp | 73.15%-44.8pp |
| Employer contribution / active EE | $434 | $2,068-79.0% | $2,839-84.7% | $2,343-81.5% |
| Participant deferral / active EE | $642 | $2,695-76.2% | $3,609-82.2% | $3,332-80.7% |
| Admin fee / account holder | $1,229 | $3,584-65.7% | $4,904-74.9% | $4,645-73.5% |