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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 | $9,214 | $63,346-85.5% | $92,240-90.0% | $70,126-86.9% |
| Participation rate | 60.6% | 68.7%-8.1pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 18.09% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $730 | $2,471-70.5% | $3,680-80.2% | $2,343-68.8% |
| Participant deferral / active EE | $746 | $2,854-73.9% | $3,897-80.9% | $3,332-77.6% |
| Admin fee / account holder | $418 | $3,841-89.1% | $5,194-92.0% | $4,645-91.0% |