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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 | $7,128 | $52,639-86.5% | $185,117-96.1% | $62,293-88.6% |
| Participation rate | 21.6% | 63.9%-42.3pp | 77.3%-55.7pp | 69.5%-47.9pp |
| Annual return | 77.37% | 19.57%+57.8pp | 40.50%+36.9pp | 28.90%+48.5pp |
| Employer contribution / active EE | $491 | $1,483-66.9% | $4,182-88.3% | $2,042-75.9% |
| Participant deferral / active EE | $645 | $3,097-79.2% | $5,045-87.2% | $3,169-79.6% |
| Admin fee / account holder | $642 | $374+71.9% | $8,159-92.1% | $479+34.0% |