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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 | $3,887 | $81,276-95.2% | $155,574-97.5% | $80,925-95.2% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 11.90% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $497 | $3,103-84.0% | $4,676-89.4% | $2,756-82.0% |
| Participant deferral / active EE | $620 | $3,453-82.1% | $5,629-89.0% | $4,299-85.6% |
| Admin fee / account holder | $567 | $7,993-92.9% | $15,914-96.4% | $6,940-91.8% |