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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 | $8,619 | $45,152-80.9% | $73,836-88.3% | $59,633-85.5% |
| Participation rate | 48.3% | 64.0%-15.7pp | 73.4%-25.2pp | 68.7%-20.4pp |
| Annual return | 30.69% | 27.40%+3.3pp | 2268.06%-2237.4pp | 2041.45%-2010.8pp |
| Employer contribution / active EE | $303 | $1,901-84.1% | $2,787-89.1% | $2,203-86.3% |
| Participant deferral / active EE | $515 | $2,573-80.0% | $3,583-85.6% | $3,192-83.9% |
| Admin fee / account holder | $2,101 | $3,515-40.2% | $4,882-57.0% | $4,297-51.1% |