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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 | $8,965 | $82,678-89.2% | $125,391-92.9% | $68,490-86.9% |
| Participation rate | 40.7% | 75.1%-34.3pp | 82.4%-41.6pp | 67.9%-27.2pp |
| Annual return | 10.29% | -5.97%+16.3pp | 572.41%-562.1pp | -7.85%+18.1pp |
| Employer contribution / active EE | $933 | $3,382-72.4% | $4,816-80.6% | $2,597-64.1% |
| Participant deferral / active EE | $1,979 | $6,111-67.6% | $7,448-73.4% | $4,028-50.9% |
| Admin fee / account holder | $380 | $6,277-94.0% | $10,009-96.2% | $5,403-93.0% |