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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 | $7,538 | $85,171-91.1% | $172,753-95.6% | $72,976-89.7% |
| Participation rate | 57.7% | 70.1%-12.4pp | 82.6%-25.0pp | 69.5%-11.8pp |
| Annual return | 18.10% | 27.32%-9.2pp | 803.00%-784.9pp | 81.02%-62.9pp |
| Employer contribution / active EE | $450 | $3,324-86.5% | $5,144-91.3% | $2,440-81.6% |
| Participant deferral / active EE | $784 | $3,260-76.0% | $5,198-84.9% | $3,608-78.3% |
| Admin fee / account holder | $844 | $5,880-85.6% | $13,956-94.0% | $5,124-83.5% |