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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 | $9,763 | $60,454-83.9% | $81,844-88.1% | $74,459-86.9% |
| Participation rate | 45.7% | 63.0%-17.3pp | 72.4%-26.7pp | 67.2%-21.5pp |
| Annual return | 13.49% | 16.87%-3.4pp | 778.87%-765.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $706 | $2,630-73.1% | $2,916-75.8% | $2,626-73.1% |
| Participant deferral / active EE | $756 | $3,398-77.7% | $4,323-82.5% | $4,350-82.6% |
| Admin fee / account holder | $2,522 | $1,490+69.2% | $7,355-65.7% | $1,945+29.7% |