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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 | $5,105 | $73,787-93.1% | $98,716-94.8% | $82,448-93.8% |
| Participation rate | 38.6% | 61.4%-22.8pp | 69.3%-30.7pp | 68.1%-29.4pp |
| Annual return | 60.14% | 18.57%+41.6pp | 31.81%+28.3pp | 41.64%+18.5pp |
| Employer contribution / active EE | $644 | $1,511-57.4% | $2,279-71.8% | $2,551-74.8% |
| Participant deferral / active EE | $974 | $3,081-68.4% | $4,048-75.9% | $4,139-76.5% |
| Admin fee / account holder | $353 | $6,500-94.6% | $8,703-95.9% | $7,234-95.1% |