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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 | $1,523 | $81,262-98.1% | $155,602-99.0% | $80,911-98.1% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 42.07% | 33.34%+8.7pp | 64.81%-22.7pp | 35.63%+6.4pp |
| Employer contribution / active EE | $418 | $3,102-86.5% | $4,675-91.1% | $2,756-84.8% |
| Participant deferral / active EE | $898 | $3,451-74.0% | $5,629-84.0% | $4,297-79.1% |
| Admin fee / account holder | $361 | $7,992-95.5% | $15,923-97.7% | $6,935-94.8% |