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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 | $7,205 | $55,457-87.0% | $77,361-90.7% | $94,015-92.3% |
| Participation rate | 54.5% | 69.8%-15.3pp | 75.0%-20.4pp | 70.8%-16.3pp |
| Annual return | 20.86% | 15.57%+5.3pp | 1011.54%-990.7pp | 17.84%+3.0pp |
| Employer contribution / active EE | $633 | $2,255-71.9% | $2,990-78.8% | $2,790-77.3% |
| Participant deferral / active EE | $1,023 | $3,069-66.7% | $3,911-73.9% | $4,249-75.9% |
| Admin fee / account holder | $790 | $4,334-81.8% | $5,894-86.6% | $8,951-91.2% |