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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 | $7,109 | $45,343-84.3% | $150,298-95.3% | $67,986-89.5% |
| Participation rate | 26.7% | 51.9%-25.2pp | 77.8%-51.1pp | 57.2%-30.5pp |
| Annual return | 50.17% | 33.28%+16.9pp | 62.79%-12.6pp | 31.67%+18.5pp |
| Employer contribution / active EE | $309 | $1,462-78.8% | $4,154-92.6% | $2,019-84.7% |
| Participant deferral / active EE | $494 | $2,055-76.0% | $5,453-90.9% | $3,358-85.3% |
| Admin fee / account holder | $338 | $2,250-85.0% | $14,116-97.6% | $3,203-89.4% |