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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 | $8,435 | $63,809-86.8% | $81,353-89.6% | $80,935-89.6% |
| Participation rate | 12.9% | 63.9%-51.0pp | 69.5%-56.6pp | 67.7%-54.8pp |
| Annual return | 39.52% | 16.37%+23.1pp | 24.82%+14.7pp | 35.66%+3.9pp |
| Employer contribution / active EE | $559 | $1,981-71.8% | $2,464-77.3% | $2,757-79.7% |
| Participant deferral / active EE | $451 | $3,093-85.4% | $3,885-88.4% | $4,299-89.5% |
| Admin fee / account holder | $437 | $5,686-92.3% | $5,766-92.4% | $6,924-93.7% |