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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 | $9,586 | $53,128-82.0% | $86,582-88.9% | $70,126-86.3% |
| Participation rate | 45.9% | 65.3%-19.4pp | 73.5%-27.6pp | 69.5%-23.6pp |
| Annual return | 14.83% | 27.66%-12.8pp | 965.08%-950.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $367 | $2,068-82.2% | $2,839-87.1% | $2,343-84.3% |
| Participant deferral / active EE | $415 | $2,695-84.6% | $3,609-88.5% | $3,332-87.6% |
| Admin fee / account holder | $2,249 | $3,584-37.2% | $4,904-54.1% | $4,645-51.6% |