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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 | $4,545 | $51,604-91.2% | $129,295-96.5% | $80,874-94.4% |
| Participation rate | 60.6% | 57.0%+3.6pp | 69.6%-9.0pp | 67.6%-7.0pp |
| Annual return | 13.12% | 20.76%-7.6pp | 9429.28%-9416.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $566 | $1,585-64.3% | $4,157-86.4% | $2,756-79.4% |
| Participant deferral / active EE | $664 | $2,670-75.2% | $4,169-84.1% | $4,297-84.6% |
| Admin fee / account holder | $687 | $4,310-84.1% | $7,665-91.0% | $6,935-90.1% |