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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 | $8,289 | $48,364-82.9% | $71,796-88.5% | $62,881-86.8% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 8.58% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $297 | $1,042-71.5% | $1,924-84.6% | $2,281-87.0% |
| Participant deferral / active EE | $380 | $2,091-81.8% | $2,794-86.4% | $3,203-88.1% |
| Admin fee / account holder | $956 | $3,771-74.6% | $4,815-80.1% | $4,296-77.7% |