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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 | $4,390 | $56,110-92.2% | $94,993-95.4% | $70,126-93.7% |
| Participation rate | 39.4% | 65.0%-25.6pp | 73.9%-34.5pp | 69.5%-30.1pp |
| Annual return | 74.82% | 51.02%+23.8pp | 27.14%+47.7pp | 73.15%+1.7pp |
| Employer contribution / active EE | $942 | $1,442-34.7% | $2,603-63.8% | $2,343-59.8% |
| Participant deferral / active EE | $694 | $2,391-71.0% | $3,317-79.1% | $3,332-79.2% |
| Admin fee / account holder | $327 | $3,456-90.5% | $4,960-93.4% | $4,645-93.0% |