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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 | $6,972 | $49,199-85.8% | $121,210-94.2% | $75,177-90.7% |
| Participation rate | 37.0% | 55.4%-18.4pp | 69.5%-32.5pp | 67.2%-30.2pp |
| Annual return | 59.24% | 56.04%+3.2pp | 987.41%-928.2pp | 160.75%-101.5pp |
| Employer contribution / active EE | $406 | $1,547-73.8% | $4,171-90.3% | $2,671-84.8% |
| Participant deferral / active EE | $592 | $2,630-77.5% | $4,084-85.5% | $4,126-85.7% |
| Admin fee / account holder | $918 | $3,946-76.7% | $5,647-83.8% | $5,651-83.8% |