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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 | $1,551 | $114,013-98.6% | $103,693-98.5% | $155,188-99.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 8.12% | 49.31%-41.2pp | 47.61%-39.5pp | 148.84%-140.7pp |
| Employer contribution / active EE | $213 | $3,131-93.2% | $2,920-92.7% | $4,248-95.0% |
| Participant deferral / active EE | $223 | $4,970-95.5% | $4,579-95.1% | $6,531-96.6% |
| Admin fee / account holder | $366 | $8,407-95.7% | $7,858-95.3% | $14,480-97.5% |