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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 | $5,938 | $58,726-89.9% | $92,236-93.6% | $62,293-90.5% |
| Participation rate | 45.5% | 68.3%-22.8pp | 76.5%-31.0pp | 69.5%-24.0pp |
| Annual return | 31.19% | 43.62%-12.4pp | 176.29%-145.1pp | 28.90%+2.3pp |
| Employer contribution / active EE | $684 | $2,392-71.4% | $3,679-81.4% | $2,042-66.5% |
| Participant deferral / active EE | $1,078 | $2,766-61.0% | $3,897-72.3% | $3,169-66.0% |
| Admin fee / account holder | $720 | $556+29.4% | $5,194-86.1% | $479+50.3% |