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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 | $4,225 | $77,814-94.6% | $158,223-97.3% | $86,983-95.1% |
| Participation rate | 69.2% | 68.4%+0.8pp | 79.2%-10.0pp | 69.5%-0.3pp |
| Annual return | 20.33% | 30.54%-10.2pp | 52.09%-31.8pp | 25.83%-5.5pp |
| Employer contribution / active EE | $796 | $2,592-69.3% | $4,109-80.6% | $2,584-69.2% |
| Participant deferral / active EE | $908 | $3,270-72.2% | $5,467-83.4% | $4,194-78.3% |
| Admin fee / account holder | $356 | $5,879-93.9% | $16,047-97.8% | $7,856-95.5% |