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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 | $7,287 | $91,179-92.0% | $178,499-95.9% | $79,852-90.9% |
| Participation rate | 35.8% | 69.2%-33.4pp | 81.9%-46.1pp | 69.6%-33.8pp |
| Annual return | 19.26% | 24.19%-4.9pp | 151.10%-131.8pp | 31.72%-12.5pp |
| Employer contribution / active EE | $401 | $3,256-87.7% | $5,011-92.0% | $2,471-83.8% |
| Participant deferral / active EE | $642 | $3,236-80.2% | $5,202-87.7% | $3,740-82.8% |
| Admin fee / account holder | $655 | $6,749-90.3% | $13,986-95.3% | $5,306-87.6% |