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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 | $5,425 | $45,082-88.0% | $69,464-92.2% | $72,975-92.6% |
| Participation rate | 63.2% | 68.5%-5.3pp | 74.6%-11.4pp | 69.5%-6.3pp |
| Annual return | 73.04% | 22.66%+50.4pp | 28.98%+44.1pp | 81.01%-8.0pp |
| Employer contribution / active EE | $473 | $2,055-77.0% | $2,779-83.0% | $2,440-80.6% |
| Participant deferral / active EE | $775 | $2,604-70.2% | $3,536-78.1% | $3,608-78.5% |
| Admin fee / account holder | $461 | $3,057-84.9% | $3,840-88.0% | $5,124-91.0% |