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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 | $3,032 | $85,171-96.4% | $172,753-98.2% | $72,976-95.8% |
| Participation rate | 37.0% | 70.1%-33.0pp | 82.6%-45.6pp | 69.5%-32.5pp |
| Annual return | 118.25% | 27.32%+90.9pp | 803.00%-684.8pp | 81.02%+37.2pp |
| Employer contribution / active EE | $546 | $3,324-83.6% | $5,144-89.4% | $2,440-77.6% |
| Participant deferral / active EE | $801 | $3,260-75.4% | $5,198-84.6% | $3,608-77.8% |
| Admin fee / account holder | $347 | $5,880-94.1% | $13,956-97.5% | $5,124-93.2% |