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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 | $7,140 | $85,171-91.6% | $172,753-95.9% | $72,976-90.2% |
| Participation rate | 45.9% | 70.1%-24.1pp | 82.6%-36.7pp | 69.5%-23.5pp |
| Annual return | 16.74% | 27.32%-10.6pp | 803.00%-786.3pp | 81.02%-64.3pp |
| Employer contribution / active EE | $541 | $3,324-83.7% | $5,144-89.5% | $2,440-77.8% |
| Participant deferral / active EE | $506 | $3,260-84.5% | $5,198-90.3% | $3,608-86.0% |
| Admin fee / account holder | $968 | $5,880-83.5% | $13,956-93.1% | $5,124-81.1% |