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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 | $3,284 | $56,431-94.2% | $130,788-97.5% | $87,485-96.2% |
| Participation rate | 28.6% | 58.9%-30.4pp | 70.1%-41.5pp | 68.9%-40.4pp |
| Annual return | 28.12% | 91.27%-63.1pp | 386.44%-358.3pp | 26.06%+2.1pp |
| Employer contribution / active EE | $300 | $1,549-80.6% | $3,558-91.6% | $2,596-88.5% |
| Participant deferral / active EE | $516 | $2,749-81.2% | $4,137-87.5% | $4,274-87.9% |
| Admin fee / account holder | $777 | $4,433-82.5% | $6,673-88.4% | $7,775-90.0% |