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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 | $9,096 | $65,704-86.2% | $94,229-90.3% | $59,633-84.7% |
| Participation rate | 27.8% | 72.1%-44.3pp | 78.8%-50.9pp | 68.7%-40.8pp |
| Annual return | -1.74% | 5.22%-7.0pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $597 | $2,021-70.5% | $3,587-83.4% | $2,203-72.9% |
| Participant deferral / active EE | $905 | $3,143-71.2% | $4,320-79.1% | $3,192-71.6% |
| Admin fee / account holder | $3,113 | $4,265-27.0% | $6,269-50.3% | $4,297-27.6% |