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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 | $8,657 | $48,570-82.2% | $130,660-93.4% | $72,976-88.1% |
| Participation rate | 30.8% | 58.6%-27.8pp | 71.7%-41.0pp | 69.5%-38.7pp |
| Annual return | 32.07% | 38.63%-6.6pp | 1709.29%-1677.2pp | 81.02%-48.9pp |
| Employer contribution / active EE | $542 | $1,334-59.4% | $4,092-86.8% | $2,440-77.8% |
| Participant deferral / active EE | $566 | $2,384-76.3% | $3,603-84.3% | $3,608-84.3% |
| Admin fee / account holder | $996 | $3,549-71.9% | $5,463-81.8% | $5,124-80.6% |