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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 | $3,295 | $157,304-97.9% | $141,197-97.7% | $152,909-97.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 71.60% | 64.34%+7.3pp | 71.41%+0.2pp | 345.46%-273.9pp |
| Employer contribution / active EE | $1,325 | $5,263-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $1,988 | $7,111-72.1% | $6,710-70.4% | $5,851-66.0% |
| Admin fee / account holder | $317 | $12,126-97.4% | $10,265-96.9% | $11,601-97.3% |