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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 | $2,192 | $47,848-95.4% | $81,473-97.3% | $70,126-96.9% |
| Participation rate | 40.6% | 58.3%-17.7pp | 68.0%-27.3pp | 69.5%-28.9pp |
| Annual return | 33.20% | 27.25%+6.0pp | 38.78%-5.6pp | 73.15%-39.9pp |
| Employer contribution / active EE | $224 | $1,527-85.3% | $2,568-91.3% | $2,343-90.4% |
| Participant deferral / active EE | $591 | $2,453-75.9% | $3,537-83.3% | $3,332-82.3% |
| Admin fee / account holder | $309 | $3,145-90.2% | $4,561-93.2% | $4,645-93.4% |