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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 | $1,336 | $48,284-97.2% | $67,524-98.0% | $80,911-98.3% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.6%-13.8pp |
| Annual return | 20.74% | 18.27%+2.5pp | 3519.41%-3498.7pp | 35.63%-14.9pp |
| Employer contribution / active EE | $405 | $2,021-80.0% | $2,734-85.2% | $2,756-85.3% |
| Participant deferral / active EE | $437 | $2,927-85.1% | $4,001-89.1% | $4,297-89.8% |
| Admin fee / account holder | $407 | $3,688-89.0% | $4,001-89.8% | $6,935-94.1% |