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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 | $2,512 | $91,198-97.2% | $178,503-98.6% | $79,856-96.9% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 33.13% | 24.20%+8.9pp | 151.12%-118.0pp | 31.71%+1.4pp |
| Employer contribution / active EE | $396 | $3,257-87.8% | $5,011-92.1% | $2,471-84.0% |
| Participant deferral / active EE | $548 | $3,237-83.1% | $5,202-89.5% | $3,741-85.3% |
| Admin fee / account holder | $507 | $6,748-92.5% | $13,987-96.4% | $5,306-90.4% |