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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 | $1,368 | $110,410-98.8% | $102,437-98.7% | $145,897-99.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 34.95% | 24.85%+10.1pp | 24.95%+10.0pp | 552.29%-517.3pp |
| Employer contribution / active EE | $1,108 | $4,217-73.7% | $3,871-71.4% | $4,663-76.2% |
| Participant deferral / active EE | $1,351 | $5,622-76.0% | $5,060-73.3% | $6,689-79.8% |
| Admin fee / account holder | $1,802 | $9,745-81.5% | $8,388-78.5% | $13,390-86.5% |