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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 | $5,253 | $89,652-94.1% | $141,197-96.3% | $65,186-91.9% |
| Participation rate | 39.9% | 74.7%-34.8pp | 82.5%-42.6pp | 70.2%-30.3pp |
| Annual return | 172.73% | 32.79%+139.9pp | 71.41%+101.3pp | 29.39%+143.3pp |
| Employer contribution / active EE | $894 | $3,065-70.8% | $4,736-81.1% | $2,177-58.9% |
| Participant deferral / active EE | $811 | $5,691-85.8% | $6,710-87.9% | $3,514-76.9% |
| Admin fee / account holder | $408 | $569-28.3% | $10,265-96.0% | $847-51.9% |