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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 | $8,115 | $48,053-83.1% | $84,637-90.4% | $72,976-88.9% |
| Participation rate | 19.6% | 57.6%-38.0pp | 68.2%-48.7pp | 69.5%-49.9pp |
| Annual return | 167.58% | 37.39%+130.2pp | 258.82%-91.2pp | 81.02%+86.6pp |
| Employer contribution / active EE | $394 | $1,602-75.4% | $2,653-85.1% | $2,440-83.9% |
| Participant deferral / active EE | $634 | $2,681-76.4% | $3,900-83.8% | $3,608-82.4% |
| Admin fee / account holder | $539 | $3,395-84.1% | $4,914-89.0% | $5,124-89.5% |