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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 | $10,614 | $75,962-86.0% | $154,108-93.1% | $64,173-83.5% |
| Participation rate | 48.8% | 70.4%-21.6pp | 83.0%-34.2pp | 69.6%-20.7pp |
| Annual return | 9.16% | 30.32%-21.2pp | 735.21%-726.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $604 | $3,350-82.0% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $771 | $3,175-75.7% | $5,081-84.8% | $3,470-77.8% |
| Admin fee / account holder | $1,448 | $5,589-74.1% | $13,411-89.2% | $4,887-70.4% |