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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 | $8,537 | $65,555-87.0% | $86,216-90.1% | $75,173-88.6% |
| Participation rate | 35.2% | 60.5%-25.3pp | 69.0%-33.8pp | 67.2%-32.0pp |
| Annual return | 22.89% | 46.07%-23.2pp | 1169.42%-1146.5pp | 160.72%-137.8pp |
| Employer contribution / active EE | $574 | $1,553-63.0% | $2,382-75.9% | $2,671-78.5% |
| Participant deferral / active EE | $782 | $3,023-74.1% | $3,986-80.4% | $4,126-81.1% |
| Admin fee / account holder | $481 | $5,469-91.2% | $6,853-93.0% | $5,651-91.5% |