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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 | $9,737 | $55,437-82.4% | $155,534-93.7% | $74,459-86.9% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-36.9pp | 67.2%-25.9pp |
| Annual return | 11.44% | 269.58%-258.1pp | 64.92%-53.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $902 | $2,266-60.2% | $4,675-80.7% | $2,626-65.6% |
| Participant deferral / active EE | $640 | $2,837-77.5% | $5,630-88.6% | $4,350-85.3% |
| Admin fee / account holder | $2,217 | $1,742+27.2% | $15,900-86.1% | $1,945+14.0% |