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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 | $2,912 | $45,082-93.5% | $69,464-95.8% | $72,975-96.0% |
| Participation rate | 65.9% | 68.5%-2.6pp | 74.6%-8.8pp | 69.5%-3.6pp |
| Annual return | 52.23% | 22.66%+29.6pp | 28.98%+23.3pp | 81.01%-28.8pp |
| Employer contribution / active EE | $392 | $2,055-80.9% | $2,779-85.9% | $2,440-83.9% |
| Participant deferral / active EE | $617 | $2,604-76.3% | $3,536-82.5% | $3,608-82.9% |
| Admin fee / account holder | $811 | $3,057-73.5% | $3,840-78.9% | $5,124-84.2% |