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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 | $1,952 | $41,016-95.2% | $152,093-98.7% | $64,097-97.0% |
| Participation rate | 37.0% | 51.3%-14.3pp | 77.8%-40.7pp | 55.2%-18.2pp |
| Annual return | 23.87% | 39.60%-15.7pp | 66.36%-42.5pp | 34.64%-10.8pp |
| Employer contribution / active EE | $491 | $1,342-63.5% | $4,175-88.3% | $1,891-74.1% |
| Participant deferral / active EE | $538 | $1,927-72.1% | $5,451-90.1% | $3,080-82.5% |
| Admin fee / account holder | $626 | $2,305-72.8% | $14,497-95.7% | $3,454-81.9% |