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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 | $2,438 | $51,642-95.3% | $129,384-98.1% | $80,935-97.0% |
| Participation rate | 59.4% | 56.9%+2.5pp | 69.6%-10.3pp | 67.7%-8.3pp |
| Annual return | 15.48% | 20.78%-5.3pp | 9461.77%-9446.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $415 | $1,583-73.8% | $4,153-90.0% | $2,757-84.9% |
| Participant deferral / active EE | $420 | $2,670-84.3% | $4,166-89.9% | $4,299-90.2% |
| Admin fee / account holder | $388 | $4,312-91.0% | $7,686-95.0% | $6,924-94.4% |