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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 | $5,644 | $78,423-92.8% | $95,964-94.1% | $79,856-92.9% |
| Participation rate | 37.5% | 73.5%-36.0pp | 77.1%-39.6pp | 69.6%-32.1pp |
| Annual return | 124.73% | 19.37%+105.4pp | 91.64%+33.1pp | 31.71%+93.0pp |
| Employer contribution / active EE | $966 | $1,945-50.4% | $2,541-62.0% | $2,471-60.9% |
| Participant deferral / active EE | $1,461 | $3,440-57.5% | $4,167-64.9% | $3,741-60.9% |
| Admin fee / account holder | $1,721 | $5,622-69.4% | $6,797-74.7% | $5,306-67.6% |