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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 | $5,956 | $79,894-92.5% | $135,792-95.6% | $82,637-92.8% |
| Participation rate | 58.6% | 63.0%-4.4pp | 72.6%-14.0pp | 68.1%-9.4pp |
| Annual return | 50.42% | 17.20%+33.2pp | 25.96%+24.5pp | 53.51%-3.1pp |
| Employer contribution / active EE | $700 | $2,165-67.7% | $3,496-80.0% | $2,552-72.6% |
| Participant deferral / active EE | $511 | $3,194-84.0% | $4,759-89.3% | $4,126-87.6% |
| Admin fee / account holder | $1,399 | $6,434-78.3% | $12,266-88.6% | $7,339-80.9% |