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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 | $3,976 | $58,512-93.2% | $84,020-95.3% | $72,983-94.6% |
| Participation rate | 48.4% | 61.2%-12.8pp | 69.0%-20.6pp | 69.5%-21.1pp |
| Annual return | 20.81% | 28.93%-8.1pp | 71.31%-50.5pp | 81.01%-60.2pp |
| Employer contribution / active EE | $380 | $1,163-67.3% | $1,984-80.9% | $2,440-84.4% |
| Participant deferral / active EE | $823 | $2,394-65.6% | $3,239-74.6% | $3,608-77.2% |
| Admin fee / account holder | $1,990 | $4,569-56.4% | $6,101-67.4% | $5,124-61.2% |