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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 | $8,222 | $84,236-90.2% | $170,435-95.2% | $70,126-88.3% |
| Participation rate | 48.9% | 70.8%-21.9pp | 83.6%-34.7pp | 69.5%-20.6pp |
| Annual return | 15.71% | 23.06%-7.4pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $397 | $3,387-88.3% | $5,432-92.7% | $2,343-83.0% |
| Participant deferral / active EE | $737 | $3,086-76.1% | $4,939-85.1% | $3,332-77.9% |
| Admin fee / account holder | $438 | $5,698-92.3% | $13,881-96.8% | $4,645-90.6% |