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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 | $2,513 | $77,574-96.8% | $108,753-97.7% | $86,983-97.1% |
| Participation rate | 63.0% | 62.3%+0.7pp | 71.1%-8.1pp | 69.5%-6.6pp |
| Annual return | 22.35% | 18.42%+3.9pp | 37.47%-15.1pp | 25.83%-3.5pp |
| Employer contribution / active EE | $512 | $1,611-68.2% | $2,427-78.9% | $2,584-80.2% |
| Participant deferral / active EE | $647 | $3,128-79.3% | $4,115-84.3% | $4,194-84.6% |
| Admin fee / account holder | $382 | $6,529-94.1% | $10,320-96.3% | $7,856-95.1% |