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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 | $8,215 | $43,423-81.1% | $78,676-89.6% | $55,167-85.1% |
| Participation rate | 25.2% | 68.0%-42.8pp | 73.6%-48.3pp | 69.0%-43.8pp |
| Annual return | 6.37% | 11.53%-5.2pp | 62.19%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $578 | $1,997-71.1% | $2,850-79.7% | $1,963-70.6% |
| Participant deferral / active EE | $58 | $2,509-97.7% | $3,517-98.4% | $3,054-98.1% |
| Admin fee / account holder | $1,993 | $416+379.0% | $4,510-55.8% | $504+295.6% |