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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 | $6,445 | $48,053-86.6% | $84,628-92.4% | $72,975-91.2% |
| Participation rate | 20.0% | 57.6%-37.6pp | 68.2%-48.2pp | 69.5%-49.5pp |
| Annual return | 41.38% | 37.39%+4.0pp | 258.80%-217.4pp | 81.01%-39.6pp |
| Employer contribution / active EE | $287 | $1,602-82.1% | $2,653-89.2% | $2,440-88.2% |
| Participant deferral / active EE | $714 | $2,681-73.4% | $3,900-81.7% | $3,608-80.2% |
| Admin fee / account holder | $683 | $3,395-79.9% | $4,914-86.1% | $5,124-86.7% |