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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 | $4,185 | $78,690-94.7% | $161,489-97.4% | $87,485-95.2% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 41.46% | 32.74%+8.7pp | 89.72%-48.3pp | 26.06%+15.4pp |
| Employer contribution / active EE | $624 | $2,588-75.9% | $4,268-85.4% | $2,596-76.0% |
| Participant deferral / active EE | $841 | $3,311-74.6% | $5,630-85.1% | $4,274-80.3% |
| Admin fee / account holder | $1,372 | $6,724-79.6% | $16,006-91.4% | $7,775-82.4% |