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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 | $9,248 | $80,812-88.6% | $160,784-94.2% | $82,448-88.8% |
| Participation rate | 37.9% | 66.2%-28.3pp | 77.0%-39.0pp | 68.1%-30.1pp |
| Annual return | 19.31% | 100.59%-81.3pp | 1803.92%-1784.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $505 | $2,174-76.8% | $3,733-86.5% | $2,551-80.2% |
| Participant deferral / active EE | $520 | $4,335-88.0% | $6,293-91.7% | $4,139-87.4% |
| Admin fee / account holder | $707 | $7,695-90.8% | $9,717-92.7% | $7,234-90.2% |