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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 | $4,042 | $57,590-93.0% | $86,233-95.3% | $82,448-95.1% |
| Participation rate | 65.9% | 57.9%+8.0pp | 69.0%-3.2pp | 68.1%-2.2pp |
| Annual return | 18.04% | 22.41%-4.4pp | 61.39%-43.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,372 | $1,655-17.1% | $2,504-45.2% | $2,551-46.2% |
| Participant deferral / active EE | $83 | $3,080-97.3% | $4,559-98.2% | $4,139-98.0% |
| Admin fee / account holder | $306 | $4,730-93.5% | $8,342-96.3% | $7,234-95.8% |