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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 | $6,618 | $102,385-93.5% | $147,080-95.5% | $80,935-91.8% |
| Participation rate | 68.4% | 75.9%-7.4pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 77.67% | 135.09%-57.4pp | 420.17%-342.5pp | 35.66%+42.0pp |
| Employer contribution / active EE | $2,118 | $3,717-43.0% | $4,933-57.1% | $2,757-23.2% |
| Participant deferral / active EE | $320 | $6,651-95.2% | $8,066-96.0% | $4,299-92.6% |
| Admin fee / account holder | $902 | $7,951-88.7% | $12,989-93.1% | $6,924-87.0% |