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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 | $4,415 | $65,575-93.3% | $86,209-94.9% | $75,181-94.1% |
| Participation rate | 42.5% | 60.5%-18.0pp | 69.0%-26.5pp | 67.2%-24.7pp |
| Annual return | 24.82% | 46.07%-21.3pp | 1169.05%-1144.2pp | 160.69%-135.9pp |
| Employer contribution / active EE | $494 | $1,553-68.2% | $2,381-79.2% | $2,671-81.5% |
| Participant deferral / active EE | $674 | $3,023-77.7% | $3,986-83.1% | $4,126-83.7% |
| Admin fee / account holder | $771 | $5,470-85.9% | $6,853-88.8% | $5,650-86.4% |