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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 | $9,099 | $48,364-81.2% | $71,796-87.3% | $62,881-85.5% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 10.24% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $233 | $1,042-77.6% | $1,924-87.9% | $2,281-89.8% |
| Participant deferral / active EE | $622 | $2,091-70.2% | $2,794-77.7% | $3,203-80.6% |
| Admin fee / account holder | $1,187 | $3,771-68.5% | $4,815-75.3% | $4,296-72.4% |