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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 | $43,133-77.2% | $89,435-89.0% | $73,497-86.6% |
| Participation rate | 40.4% | 55.0%-14.6pp | 68.0%-27.6pp | 70.7%-30.3pp |
| Annual return | 14.72% | 135.66%-120.9pp | 245.55%-230.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $255 | $1,438-82.2% | $2,587-90.1% | $2,270-88.8% |
| Participant deferral / active EE | $689 | $2,445-71.8% | $3,890-82.3% | $3,740-81.6% |
| Admin fee / account holder | $1,137 | $444+156.2% | $4,884-76.7% | $513+121.6% |