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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 | $6,715 | $53,128-87.4% | $86,582-92.2% | $70,126-90.4% |
| Participation rate | 67.4% | 65.3%+2.1pp | 73.5%-6.2pp | 69.5%-2.1pp |
| Annual return | 13.58% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $490 | $2,068-76.3% | $2,839-82.7% | $2,343-79.1% |
| Participant deferral / active EE | $542 | $2,695-79.9% | $3,609-85.0% | $3,332-83.7% |
| Admin fee / account holder | $394 | $3,584-89.0% | $4,904-92.0% | $4,645-91.5% |