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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 | $5,091 | $45,087-88.7% | $69,483-92.7% | $72,976-93.0% |
| Participation rate | 66.1% | 68.5%-2.4pp | 74.6%-8.5pp | 69.5%-3.4pp |
| Annual return | 21.80% | 22.67%-0.9pp | 28.99%-7.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $823 | $2,055-59.9% | $2,780-70.4% | $2,440-66.3% |
| Participant deferral / active EE | $270 | $2,603-89.6% | $3,537-92.4% | $3,608-92.5% |
| Admin fee / account holder | $304 | $3,057-90.1% | $3,841-92.1% | $5,124-94.1% |