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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 | $9,482 | $86,298-89.0% | $111,308-91.5% | $85,847-89.0% |
| Participation rate | 54.5% | 73.3%-18.8pp | 77.3%-22.8pp | 69.3%-14.8pp |
| Annual return | 13.33% | 19.99%-6.7pp | 54.67%-41.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $663 | $2,044-67.5% | $2,732-75.7% | $2,565-74.1% |
| Participant deferral / active EE | $738 | $3,641-79.7% | $4,487-83.6% | $3,952-81.3% |
| Admin fee / account holder | $860 | $8,189-89.5% | $7,965-89.2% | $6,261-86.3% |