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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 | $1,498 | $99,053-98.5% | $88,179-98.3% | $138,895-98.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 14.39% | 78.17%-63.8pp | 64.97%-50.6pp | 145.39%-131.0pp |
| Employer contribution / active EE | $329 | $2,882-88.6% | $2,549-87.1% | $4,194-92.2% |
| Participant deferral / active EE | $329 | $5,225-93.7% | $4,614-92.9% | $6,396-94.9% |
| Admin fee / account holder | $1,065 | $8,748-87.8% | $7,673-86.1% | $12,562-91.5% |