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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 | $4,337 | $56,894-92.4% | $84,753-94.9% | $62,881-93.1% |
| Participation rate | 64.6% | 68.5%-3.9pp | 76.6%-12.0pp | 69.3%-4.7pp |
| Annual return | 22.91% | 6.30%+16.6pp | 22.78%+0.1pp | 20.14%+2.8pp |
| Employer contribution / active EE | $1,244 | $2,400-48.2% | $3,574-65.2% | $2,281-45.5% |
| Participant deferral / active EE | $656 | $2,709-75.8% | $3,712-82.3% | $3,203-79.5% |
| Admin fee / account holder | $462 | $3,581-87.1% | $5,333-91.3% | $4,296-89.3% |