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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 | $7,616 | $31,679-76.0% | $74,723-89.8% | $65,186-88.3% |
| Participation rate | 7.2% | 40.4%-33.1pp | 54.5%-47.2pp | 70.2%-63.0pp |
| Annual return | 19.17% | 39.04%-19.9pp | 753.18%-734.0pp | 29.39%-10.2pp |
| Employer contribution / active EE | $162 | $566-71.3% | $1,084-85.0% | $2,177-92.5% |
| Participant deferral / active EE | $222 | $1,191-81.4% | $1,962-88.7% | $3,514-93.7% |
| Admin fee / account holder | $3,506 | $379+825.4% | $3,335+5.1% | $847+313.8% |