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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 | $9,317 | $78,705-88.2% | $117,857-92.1% | $70,131-86.7% |
| Participation rate | 49.3% | 73.2%-23.9pp | 79.7%-30.4pp | 69.5%-20.3pp |
| Annual return | 16.89% | 23.30%-6.4pp | 335.09%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $705 | $2,223-68.3% | $3,786-81.4% | $2,342-69.9% |
| Participant deferral / active EE | $1,117 | $3,297-66.1% | $4,482-75.1% | $3,332-66.5% |
| Admin fee / account holder | $637 | $5,065-87.4% | $8,020-92.1% | $4,645-86.3% |