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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 | $5,671 | $63,703-91.1% | $93,063-93.9% | $82,448-93.1% |
| Participation rate | 67.4% | 63.8%+3.6pp | 72.1%-4.7pp | 68.1%-0.7pp |
| Annual return | 19.69% | -775.43%+795.1pp | 34.15%-14.5pp | 41.64%-21.9pp |
| Employer contribution / active EE | $435 | $1,729-74.8% | $2,476-82.4% | $2,551-83.0% |
| Participant deferral / active EE | $530 | $2,919-81.8% | $3,958-86.6% | $4,139-87.2% |
| Admin fee / account holder | $758 | $5,982-87.3% | $6,033-87.4% | $7,234-89.5% |