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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 | $7,801 | $31,679-75.4% | $74,722-89.6% | $65,185-88.0% |
| Participation rate | 17.1% | 40.4%-23.2pp | 54.5%-37.3pp | 70.2%-53.1pp |
| Annual return | 47.56% | 39.04%+8.5pp | 753.11%-705.6pp | 29.38%+18.2pp |
| Employer contribution / active EE | $217 | $566-61.6% | $1,084-80.0% | $2,177-90.0% |
| Participant deferral / active EE | $390 | $1,191-67.2% | $1,963-80.1% | $3,514-88.9% |
| Admin fee / account holder | $722 | $379+90.5% | $3,335-78.4% | $847-14.8% |