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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 | $9,266 | $85,766-89.2% | $136,298-93.2% | $70,126-86.8% |
| Participation rate | 32.0% | 74.2%-42.2pp | 81.9%-49.9pp | 69.5%-37.5pp |
| Annual return | 34.28% | 31.46%+2.8pp | 5156.27%-5122.0pp | 73.15%-38.9pp |
| Employer contribution / active EE | $579 | $2,966-80.5% | $4,696-87.7% | $2,343-75.3% |
| Participant deferral / active EE | $1,033 | $5,051-79.6% | $6,247-83.5% | $3,332-69.0% |
| Admin fee / account holder | $607 | $5,421-88.8% | $9,244-93.4% | $4,645-86.9% |