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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 | $8,489 | $53,128-84.0% | $86,582-90.2% | $70,126-87.9% |
| Participation rate | 30.2% | 65.3%-35.1pp | 73.5%-43.3pp | 69.5%-39.3pp |
| Annual return | 15.71% | 27.66%-11.9pp | 965.08%-949.4pp | 73.15%-57.4pp |
| Employer contribution / active EE | $284 | $2,068-86.3% | $2,839-90.0% | $2,343-87.9% |
| Participant deferral / active EE | $389 | $2,695-85.6% | $3,609-89.2% | $3,332-88.3% |
| Admin fee / account holder | $2,270 | $3,584-36.7% | $4,904-53.7% | $4,645-51.1% |