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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 | $6,010 | $67,602-91.1% | $82,312-92.7% | $70,126-91.4% |
| Participation rate | 43.5% | 72.8%-29.3pp | 76.9%-33.4pp | 69.5%-26.1pp |
| Annual return | 26.74% | 21.57%+5.2pp | 25.88%+0.9pp | 73.15%-46.4pp |
| Employer contribution / active EE | $545 | $1,755-69.0% | $2,428-77.6% | $2,343-76.7% |
| Participant deferral / active EE | $1,060 | $2,987-64.5% | $3,706-71.4% | $3,332-68.2% |
| Admin fee / account holder | $306 | $4,512-93.2% | $5,608-94.5% | $4,645-93.4% |