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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 | $4,071 | $85,171-95.2% | $172,752-97.6% | $72,975-94.4% |
| Participation rate | 37.3% | 70.1%-32.8pp | 82.6%-45.4pp | 69.5%-32.2pp |
| Annual return | 24.06% | 27.32%-3.3pp | 802.97%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $486 | $3,324-85.4% | $5,144-90.6% | $2,440-80.1% |
| Participant deferral / active EE | $680 | $3,260-79.1% | $5,198-86.9% | $3,608-81.1% |
| Admin fee / account holder | $769 | $5,880-86.9% | $13,955-94.5% | $5,124-85.0% |