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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 | $5,852 | $61,125-90.4% | $94,057-93.8% | $87,485-93.3% |
| Participation rate | 46.5% | 64.1%-17.6pp | 73.3%-26.8pp | 68.9%-22.4pp |
| Annual return | 13.63% | 35.20%-21.6pp | 480.62%-467.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $256 | $2,136-88.0% | $2,933-91.3% | $2,596-90.1% |
| Participant deferral / active EE | $385 | $3,260-88.2% | $4,709-91.8% | $4,274-91.0% |
| Admin fee / account holder | $589 | $5,629-89.5% | $7,244-91.9% | $7,775-92.4% |