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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 | $2,230 | $76,407-97.1% | $150,298-98.5% | $82,448-97.3% |
| Participation rate | 69.7% | 66.4%+3.3pp | 77.8%-8.0pp | 68.1%+1.7pp |
| Annual return | 25.35% | 39.99%-14.6pp | 62.79%-37.4pp | 41.64%-16.3pp |
| Employer contribution / active EE | $451 | $2,614-82.8% | $4,154-89.2% | $2,551-82.3% |
| Participant deferral / active EE | $792 | $3,214-75.4% | $5,453-85.5% | $4,139-80.9% |
| Admin fee / account holder | $346 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |