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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 | $7,047 | $106,749-93.4% | $145,433-95.2% | $82,448-91.5% |
| Participation rate | 2.1% | 75.6%-73.6pp | 82.1%-80.0pp | 68.1%-66.0pp |
| Annual return | 25.97% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $790 | $3,444-77.1% | $4,554-82.6% | $2,551-69.0% |
| Participant deferral / active EE | $1,636 | $6,519-74.9% | $7,897-79.3% | $4,139-60.5% |
| Admin fee / account holder | $28,722 | $8,390+242.3% | $13,129+118.8% | $7,234+297.0% |