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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 | $2,925 | $77,908-96.2% | $149,696-98.0% | $75,173-96.1% |
| Participation rate | 61.2% | 65.6%-4.4pp | 78.8%-17.6pp | 67.2%-6.0pp |
| Annual return | 20.83% | 31.73%-10.9pp | 134.46%-113.6pp | 160.72%-139.9pp |
| Employer contribution / active EE | $423 | $3,138-86.5% | $4,821-91.2% | $2,671-84.2% |
| Participant deferral / active EE | $504 | $3,411-85.2% | $5,682-91.1% | $4,126-87.8% |
| Admin fee / account holder | $447 | $5,950-92.5% | $13,212-96.6% | $5,651-92.1% |