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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 | $5,847 | $55,470-89.5% | $155,556-96.2% | $74,478-92.1% |
| Participation rate | 25.5% | 61.9%-36.4pp | 78.2%-52.8pp | 67.2%-41.8pp |
| Annual return | 14.16% | 269.80%-255.6pp | 64.84%-50.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $473 | $2,267-79.1% | $4,675-89.9% | $2,626-82.0% |
| Participant deferral / active EE | $751 | $2,838-73.5% | $5,631-86.7% | $4,350-82.7% |
| Admin fee / account holder | $2,009 | $1,744+15.2% | $15,885-87.4% | $1,946+3.2% |