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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 | $60,442-93.3% | $96,754-95.8% | $87,485-95.4% |
| Participation rate | 65.9% | 58.7%+7.1pp | 70.3%-4.4pp | 68.9%-3.1pp |
| Annual return | 18.04% | 21.97%-3.9pp | 82.04%-64.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,372 | $1,691-18.8% | $2,679-48.8% | $2,596-47.1% |
| Participant deferral / active EE | $83 | $3,280-97.5% | $4,758-98.3% | $4,274-98.1% |
| Admin fee / account holder | $306 | $5,069-94.0% | $8,905-96.6% | $7,775-96.1% |