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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 | $4,475 | $63,346-92.9% | $92,240-95.1% | $70,126-93.6% |
| Participation rate | 37.9% | 68.7%-30.8pp | 76.5%-38.6pp | 69.5%-31.7pp |
| Annual return | 27.65% | 530.19%-502.5pp | 176.29%-148.6pp | 73.15%-45.5pp |
| Employer contribution / active EE | $501 | $2,471-79.7% | $3,680-86.4% | $2,343-78.6% |
| Participant deferral / active EE | $591 | $2,854-79.3% | $3,897-84.8% | $3,332-82.3% |
| Admin fee / account holder | $484 | $3,841-87.4% | $5,194-90.7% | $4,645-89.6% |