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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 | $2,366 | $125,778-98.1% | $114,563-97.9% | $154,746-98.5% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.9%-11.4pp | 80.7%-19.2pp |
| Annual return | 16.33% | 295.14%-278.8pp | 241.09%-224.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $334 | $2,806-88.1% | $2,592-87.1% | $4,379-92.4% |
| Participant deferral / active EE | $456 | $4,445-89.7% | $4,142-89.0% | $6,730-93.2% |
| Admin fee / account holder | $669 | $8,190-91.8% | $7,623-91.2% | $14,365-95.3% |