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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 | $8,641 | $72,269-88.0% | $101,271-91.5% | $79,852-89.2% |
| Participation rate | 36.6% | 68.5%-31.9pp | 75.8%-39.2pp | 69.6%-33.1pp |
| Annual return | 163.30% | 22.29%+141.0pp | 46.48%+116.8pp | 31.72%+131.6pp |
| Employer contribution / active EE | $684 | $2,692-74.6% | $3,660-81.3% | $2,471-72.3% |
| Participant deferral / active EE | $1,020 | $3,282-68.9% | $4,371-76.7% | $3,740-72.7% |
| Admin fee / account holder | $508 | $4,401-88.5% | $5,948-91.5% | $5,306-90.4% |