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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 | $9,438 | $88,707-89.4% | $74,184-87.3% | $273,972-96.6% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 40.02% | 11.94%+28.1pp | 17.74%+22.3pp | 41.46%-1.4pp |
| Employer contribution / active EE | $533 | $3,159-83.1% | $2,370-77.5% | $4,869-89.1% |
| Participant deferral / active EE | $822 | $4,212-80.5% | $3,550-76.9% | $5,287-84.5% |
| Admin fee / account holder | $1,039 | $8,717-88.1% | $5,586-81.4% | $10,133-89.7% |