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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 | $9,253 | $65,395-85.9% | $182,558-94.9% | $72,976-87.3% |
| Participation rate | 44.7% | 65.4%-20.7pp | 78.0%-33.3pp | 69.5%-24.8pp |
| Annual return | 28.55% | 27.68%+0.9pp | 148.59%-120.0pp | 81.02%-52.5pp |
| Employer contribution / active EE | $784 | $1,911-59.0% | $4,076-80.8% | $2,440-67.9% |
| Participant deferral / active EE | $1,104 | $3,563-69.0% | $5,526-80.0% | $3,608-69.4% |
| Admin fee / account holder | $325 | $4,245-92.4% | $8,594-96.2% | $5,124-93.7% |