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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 | $3,431 | $103,038-96.7% | $90,324-96.2% | $152,909-97.8% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 23.52% | 95.25%-71.7pp | 78.15%-54.6pp | 345.46%-321.9pp |
| Employer contribution / active EE | $412 | $3,141-86.9% | $2,856-85.6% | $4,764-91.4% |
| Participant deferral / active EE | $653 | $4,282-84.8% | $3,885-83.2% | $5,851-88.8% |
| Admin fee / account holder | $525 | $6,177-91.5% | $5,356-90.2% | $11,601-95.5% |