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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 | $8,335 | $102,385-91.9% | $147,080-94.3% | $80,935-89.7% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.7%-23.7pp |
| Annual return | 12.39% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $943 | $3,717-74.6% | $4,933-80.9% | $2,757-65.8% |
| Participant deferral / active EE | $1,711 | $6,651-74.3% | $8,066-78.8% | $4,299-60.2% |
| Admin fee / account holder | $1,206 | $7,951-84.8% | $12,989-90.7% | $6,924-82.6% |