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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 | $9,329 | $78,690-88.1% | $161,489-94.2% | $87,485-89.3% |
| Participation rate | 40.2% | 67.5%-27.3pp | 78.7%-38.5pp | 68.9%-28.7pp |
| Annual return | 20.65% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.4pp |
| Employer contribution / active EE | $403 | $2,588-84.4% | $4,268-90.6% | $2,596-84.5% |
| Participant deferral / active EE | $833 | $3,311-74.8% | $5,630-85.2% | $4,274-80.5% |
| Admin fee / account holder | $387 | $6,724-94.2% | $16,006-97.6% | $7,775-95.0% |