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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 | $3,451 | $62,672-94.5% | $185,117-98.1% | $70,126-95.1% |
| Participation rate | 56.7% | 63.8%-7.1pp | 77.3%-20.6pp | 69.5%-12.9pp |
| Annual return | 21.05% | 40.79%-19.7pp | 40.50%-19.5pp | 73.15%-52.1pp |
| Employer contribution / active EE | $523 | $1,753-70.1% | $4,182-87.5% | $2,343-77.7% |
| Participant deferral / active EE | $761 | $3,272-76.8% | $5,045-84.9% | $3,332-77.2% |
| Admin fee / account holder | $331 | $3,932-91.6% | $8,159-95.9% | $4,645-92.9% |