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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 | $8,897 | $99,875-91.1% | $146,866-93.9% | $86,983-89.8% |
| Participation rate | 18.4% | 75.8%-57.4pp | 82.5%-64.1pp | 69.5%-51.1pp |
| Annual return | 22.82% | 28.10%-5.3pp | 102.85%-80.0pp | 25.83%-3.0pp |
| Employer contribution / active EE | $357 | $3,224-88.9% | $4,425-91.9% | $2,584-86.2% |
| Participant deferral / active EE | $559 | $6,322-91.2% | $7,759-92.8% | $4,194-86.7% |
| Admin fee / account holder | $495 | $7,838-93.7% | $13,620-96.4% | $7,856-93.7% |