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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 | $8,430 | $32,425-74.0% | $74,577-88.7% | $55,167-84.7% |
| Participation rate | 8.9% | 54.0%-45.1pp | 68.1%-59.2pp | 69.0%-60.1pp |
| Annual return | 11.61% | 10.63%+1.0pp | 20.47%-8.9pp | 169.23%-157.6pp |
| Employer contribution / active EE | $301 | $1,043-71.1% | $2,525-88.1% | $1,963-84.7% |
| Participant deferral / active EE | $364 | $1,995-81.8% | $3,458-89.5% | $3,054-88.1% |
| Admin fee / account holder | $607 | $748-18.8% | $4,138-85.3% | $504+20.5% |