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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 | $9,815 | $72,492-86.5% | $87,104-88.7% | $72,975-86.5% |
| Participation rate | 37.7% | 72.8%-35.1pp | 76.9%-39.2pp | 69.5%-31.8pp |
| Annual return | 88.45% | 24.46%+64.0pp | 28.19%+60.3pp | 81.01%+7.4pp |
| Employer contribution / active EE | $545 | $1,894-71.2% | $2,521-78.4% | $2,440-77.7% |
| Participant deferral / active EE | $1,088 | $3,270-66.7% | $4,048-73.1% | $3,608-69.8% |
| Admin fee / account holder | $317 | $5,055-93.7% | $7,491-95.8% | $5,124-93.8% |