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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 | $6,711 | $48,364-86.1% | $71,796-90.7% | $62,881-89.3% |
| Participation rate | 40.5% | 60.6%-20.1pp | 69.1%-28.6pp | 69.3%-28.8pp |
| Annual return | 33.52% | 13.16%+20.4pp | 78.04%-44.5pp | 20.14%+13.4pp |
| Employer contribution / active EE | $688 | $1,042-34.0% | $1,924-64.3% | $2,281-69.8% |
| Participant deferral / active EE | $831 | $2,091-60.2% | $2,794-70.2% | $3,203-74.0% |
| Admin fee / account holder | $420 | $3,771-88.9% | $4,815-91.3% | $4,296-90.2% |