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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 | $5,075 | $31,388-83.8% | $73,550-93.1% | $62,293-91.9% |
| Participation rate | 25.0% | 39.9%-14.9pp | 54.9%-29.9pp | 69.5%-44.5pp |
| Annual return | 26.54% | 25.34%+1.2pp | -15.16%+41.7pp | 28.90%-2.4pp |
| Employer contribution / active EE | $125 | $498-74.8% | $1,219-89.7% | $2,042-93.9% |
| Participant deferral / active EE | $290 | $1,028-71.8% | $1,804-83.9% | $3,169-90.8% |
| Admin fee / account holder | $924 | $299+208.7% | $2,320-60.2% | $479+92.8% |