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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 | $5,813 | $58,493-90.1% | $84,021-93.1% | $72,975-92.0% |
| Participation rate | 44.0% | 61.2%-17.2pp | 69.0%-25.0pp | 69.5%-25.5pp |
| Annual return | 69.83% | 28.93%+40.9pp | 71.32%-1.5pp | 81.01%-11.2pp |
| Employer contribution / active EE | $774 | $1,163-33.5% | $1,984-61.0% | $2,440-68.3% |
| Participant deferral / active EE | $787 | $2,394-67.1% | $3,239-75.7% | $3,608-78.2% |
| Admin fee / account holder | $577 | $4,569-87.4% | $6,102-90.5% | $5,124-88.7% |