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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 | $9,724 | $58,391-83.3% | $76,667-87.3% | $72,976-86.7% |
| Participation rate | 58.1% | 67.4%-9.3pp | 72.1%-14.0pp | 69.5%-11.4pp |
| Annual return | 17.36% | 2306.65%-2289.3pp | 1166.74%-1149.4pp | 81.02%-63.7pp |
| Employer contribution / active EE | $387 | $1,787-78.3% | $2,303-83.2% | $2,440-84.1% |
| Participant deferral / active EE | $934 | $2,690-65.3% | $3,336-72.0% | $3,608-74.1% |
| Admin fee / account holder | $434 | $4,014-89.2% | $6,423-93.2% | $5,124-91.5% |