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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 | $6,455 | $65,395-90.1% | $182,540-96.5% | $72,975-91.2% |
| Participation rate | 44.1% | 65.4%-21.4pp | 78.0%-33.9pp | 69.5%-25.4pp |
| Annual return | 29.69% | 27.68%+2.0pp | 148.58%-118.9pp | 81.01%-51.3pp |
| Employer contribution / active EE | $770 | $1,911-59.7% | $4,076-81.1% | $2,440-68.4% |
| Participant deferral / active EE | $1,001 | $3,563-71.9% | $5,525-81.9% | $3,608-72.3% |
| Admin fee / account holder | $503 | $4,245-88.1% | $8,593-94.1% | $5,124-90.2% |