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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 | $3,639 | $70,121-94.8% | $63,803-94.3% | $138,895-97.4% |
| Participation rate | 62.5% | 77.2%-14.7pp | 72.7%-10.2pp | 79.9%-17.4pp |
| Annual return | 18.27% | 946.48%-928.2pp | 543.72%-525.4pp | 145.39%-127.1pp |
| Employer contribution / active EE | $442 | $2,882-84.6% | $2,532-82.5% | $4,194-89.5% |
| Participant deferral / active EE | $434 | $4,535-90.4% | $3,843-88.7% | $6,396-93.2% |
| Admin fee / account holder | $323 | $6,738-95.2% | $5,196-93.8% | $12,562-97.4% |