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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 | $5,997 | $57,305-89.5% | $86,640-93.1% | $75,173-92.0% |
| Participation rate | 65.9% | 63.2%+2.7pp | 71.7%-5.8pp | 67.2%-1.3pp |
| Annual return | 19.47% | 2674.24%-2654.8pp | 592.52%-573.0pp | 160.72%-141.2pp |
| Employer contribution / active EE | $562 | $2,316-75.7% | $3,024-81.4% | $2,671-79.0% |
| Participant deferral / active EE | $489 | $3,320-85.3% | $4,438-89.0% | $4,126-88.1% |
| Admin fee / account holder | $424 | $4,116-89.7% | $5,616-92.4% | $5,651-92.5% |