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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 | $2,321 | $58,275-96.0% | $81,844-97.2% | $80,935-97.1% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 11.22% | 41.82%-30.6pp | 778.87%-767.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $307 | $2,346-86.9% | $2,916-89.5% | $2,757-88.9% |
| Participant deferral / active EE | $507 | $3,285-84.6% | $4,323-88.3% | $4,299-88.2% |
| Admin fee / account holder | $1,156 | $4,749-75.7% | $7,355-84.3% | $6,924-83.3% |