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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 | $58,057-93.0% | $97,032-95.8% | $86,983-95.4% |
| Participation rate | 65.9% | 60.4%+5.5pp | 71.6%-5.7pp | 69.5%-3.7pp |
| Annual return | 18.04% | 22.26%-4.2pp | 35.38%-17.3pp | 25.83%-7.8pp |
| Employer contribution / active EE | $1,372 | $1,663-17.5% | $2,629-47.8% | $2,584-46.9% |
| Participant deferral / active EE | $83 | $3,244-97.5% | $4,672-98.2% | $4,194-98.0% |
| Admin fee / account holder | $306 | $4,839-93.7% | $9,418-96.8% | $7,856-96.1% |