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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 | $9,372 | $54,729-82.9% | $86,235-89.1% | $71,529-86.9% |
| Participation rate | 63.5% | 60.1%+3.4pp | 69.0%-5.5pp | 67.9%-4.5pp |
| Annual return | 14.63% | 20.07%-5.4pp | 1170.03%-1155.4pp | 28.97%-14.3pp |
| Employer contribution / active EE | $773 | $1,267-39.0% | $2,381-67.6% | $2,590-70.2% |
| Participant deferral / active EE | $977 | $3,110-68.6% | $3,987-75.5% | $4,291-77.2% |
| Admin fee / account holder | $443 | $1,921-76.9% | $6,856-93.5% | $1,588-72.1% |