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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 | $8,769 | $73,787-88.1% | $98,716-91.1% | $82,448-89.4% |
| Participation rate | 51.9% | 61.4%-9.6pp | 69.3%-17.4pp | 68.1%-16.2pp |
| Annual return | 31.55% | 18.57%+13.0pp | 31.81%-0.3pp | 41.64%-10.1pp |
| Employer contribution / active EE | $406 | $1,511-73.1% | $2,279-82.2% | $2,551-84.1% |
| Participant deferral / active EE | $625 | $3,081-79.7% | $4,048-84.6% | $4,139-84.9% |
| Admin fee / account holder | $335 | $6,500-94.8% | $8,703-96.2% | $7,234-95.4% |