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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 | $2,111 | $49,239-95.7% | $70,462-97.0% | $79,858-97.4% |
| Participation rate | 52.6% | 69.2%-16.5pp | 75.1%-22.4pp | 69.6%-17.0pp |
| Annual return | 13.13% | 30.08%-17.0pp | 109.08%-95.9pp | 31.72%-18.6pp |
| Employer contribution / active EE | $517 | $2,100-75.4% | $2,737-81.1% | $2,471-79.1% |
| Participant deferral / active EE | $801 | $2,769-71.1% | $3,710-78.4% | $3,740-78.6% |
| Admin fee / account holder | $407 | $2,876-85.8% | $3,845-89.4% | $5,306-92.3% |