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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 | $5,089 | $57,541-91.2% | $95,728-94.7% | $75,181-93.2% |
| Participation rate | 23.9% | 62.5%-38.6pp | 72.3%-48.3pp | 67.2%-43.3pp |
| Annual return | 127.63% | 34.93%+92.7pp | 28.40%+99.2pp | 160.69%-33.1pp |
| Employer contribution / active EE | $424 | $1,808-76.5% | $2,835-85.0% | $2,671-84.1% |
| Participant deferral / active EE | $805 | $3,074-73.8% | $4,245-81.0% | $4,126-80.5% |
| Admin fee / account holder | $1,036 | $4,099-74.7% | $5,673-81.7% | $5,650-81.7% |