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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 | $5,607 | $65,395-91.4% | $182,540-96.9% | $72,975-92.3% |
| Participation rate | 25.0% | 65.4%-40.4pp | 78.0%-53.0pp | 69.5%-44.5pp |
| Annual return | 30.18% | 27.68%+2.5pp | 148.58%-118.4pp | 81.01%-50.8pp |
| Employer contribution / active EE | $754 | $1,911-60.6% | $4,076-81.5% | $2,440-69.1% |
| Participant deferral / active EE | $887 | $3,563-75.1% | $5,525-83.9% | $3,608-75.4% |
| Admin fee / account holder | $495 | $4,245-88.3% | $8,593-94.2% | $5,124-90.3% |