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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 | $8,643 | $46,732-81.5% | $156,551-94.5% | $55,167-84.3% |
| Participation rate | 17.2% | 65.8%-48.6pp | 84.0%-66.8pp | 69.0%-51.8pp |
| Annual return | 6.14% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $347 | $2,105-83.5% | $5,501-93.7% | $1,963-82.3% |
| Participant deferral / active EE | $527 | $2,204-76.1% | $4,871-89.2% | $3,054-82.7% |
| Admin fee / account holder | $1,259 | $418+201.0% | $13,028-90.3% | $504+149.9% |