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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 | $4,111 | $54,541-92.5% | $78,778-94.8% | $70,126-94.1% |
| Participation rate | 51.6% | 60.8%-9.2pp | 69.2%-17.6pp | 69.5%-17.9pp |
| Annual return | 20.32% | 21.07%-0.8pp | 35.62%-15.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $346 | $1,089-68.2% | $1,986-82.6% | $2,343-85.2% |
| Participant deferral / active EE | $578 | $2,210-73.8% | $2,958-80.4% | $3,332-82.6% |
| Admin fee / account holder | $4,253 | $3,709+14.7% | $5,134-17.2% | $4,645-8.4% |