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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 | $8,437 | $65,027-87.0% | $90,970-90.7% | $79,852-89.4% |
| Participation rate | 13.5% | 61.6%-48.1pp | 69.0%-55.5pp | 69.6%-56.1pp |
| Annual return | 17.43% | 30.45%-13.0pp | 134.58%-117.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $309 | $1,247-75.2% | $2,122-85.4% | $2,471-87.5% |
| Participant deferral / active EE | $419 | $2,512-83.3% | $3,373-87.6% | $3,740-88.8% |
| Admin fee / account holder | $738 | $4,535-83.7% | $5,960-87.6% | $5,306-86.1% |