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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 | $6,728 | $95,406-92.9% | $185,849-96.4% | $85,847-92.2% |
| Participation rate | 66.0% | 68.8%-2.8pp | 81.7%-15.8pp | 69.3%-3.4pp |
| Annual return | 36.75% | 23.59%+13.2pp | 122.10%-85.3pp | 318.61%-281.9pp |
| Employer contribution / active EE | $414 | $3,314-87.5% | $5,169-92.0% | $2,565-83.8% |
| Participant deferral / active EE | $896 | $3,424-73.8% | $5,569-83.9% | $3,952-77.3% |
| Admin fee / account holder | $929 | $7,214-87.1% | $16,244-94.3% | $6,261-85.2% |