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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 | $4,285 | $60,139-92.9% | $90,461-95.3% | $79,856-94.6% |
| Participation rate | 64.6% | 65.0%-0.4pp | 72.7%-8.1pp | 69.6%-5.1pp |
| Annual return | 13.63% | 71.96%-58.3pp | 1294.76%-1281.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $463 | $2,069-77.6% | $3,264-85.8% | $2,471-81.3% |
| Participant deferral / active EE | $88 | $2,939-97.0% | $3,964-97.8% | $3,741-97.7% |
| Admin fee / account holder | $407 | $3,978-89.8% | $5,617-92.8% | $5,306-92.3% |