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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 | $9,422 | $106,905-91.2% | $84,020-88.8% | $152,885-93.8% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 15.31% | 105.00%-89.7pp | 71.31%-56.0pp | 345.39%-330.1pp |
| Employer contribution / active EE | $387 | $2,735-85.9% | $1,984-80.5% | $4,763-91.9% |
| Participant deferral / active EE | $633 | $4,012-84.2% | $3,239-80.5% | $5,851-89.2% |
| Admin fee / account holder | $325 | $8,287-96.1% | $6,101-94.7% | $11,598-97.2% |