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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 | $8,175 | $56,054-85.4% | $171,082-95.2% | $62,881-87.0% |
| Participation rate | 31.6% | 62.9%-31.3pp | 76.7%-45.1pp | 69.3%-37.7pp |
| Annual return | 96.52% | 22.52%+74.0pp | 32.56%+64.0pp | 20.14%+76.4pp |
| Employer contribution / active EE | $614 | $1,731-64.5% | $4,002-84.7% | $2,281-73.1% |
| Participant deferral / active EE | $771 | $3,158-75.6% | $4,797-83.9% | $3,203-75.9% |
| Admin fee / account holder | $1,230 | $3,647-66.3% | $8,520-85.6% | $4,296-71.4% |