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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 | $11,246 | $78,423-85.7% | $95,964-88.3% | $79,856-85.9% |
| Participation rate | 65.3% | 73.5%-8.2pp | 77.1%-11.8pp | 69.6%-4.3pp |
| Annual return | 24.00% | 19.37%+4.6pp | 91.64%-67.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $884 | $1,945-54.5% | $2,541-65.2% | $2,471-64.2% |
| Participant deferral / active EE | $1,410 | $3,440-59.0% | $4,167-66.2% | $3,741-62.3% |
| Admin fee / account holder | $445 | $5,622-92.1% | $6,797-93.5% | $5,306-91.6% |