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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 | $51,642-91.2% | $129,384-96.5% | $80,935-94.4% |
| Participation rate | 60.6% | 56.9%+3.7pp | 69.6%-9.0pp | 67.7%-7.1pp |
| Annual return | 13.12% | 20.78%-7.7pp | 9461.77%-9448.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $566 | $1,583-64.2% | $4,153-86.4% | $2,757-79.5% |
| Participant deferral / active EE | $664 | $2,670-75.1% | $4,166-84.1% | $4,299-84.6% |
| Admin fee / account holder | $687 | $4,312-84.1% | $7,686-91.1% | $6,924-90.1% |