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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 | $8,667 | $81,233-89.3% | $155,567-94.4% | $80,874-89.3% |
| Participation rate | 14.9% | 66.2%-51.4pp | 78.2%-63.3pp | 67.6%-52.8pp |
| Annual return | 69.47% | 33.33%+36.1pp | 64.74%+4.7pp | 35.62%+33.9pp |
| Employer contribution / active EE | $557 | $3,101-82.1% | $4,674-88.1% | $2,756-79.8% |
| Participant deferral / active EE | $557 | $3,452-83.9% | $5,628-90.1% | $4,297-87.0% |
| Admin fee / account holder | $3,619 | $7,998-54.8% | $15,916-77.3% | $6,935-47.8% |