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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 | $3,648 | $132,099-97.2% | $115,599-96.8% | $138,895-97.4% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.3%-15.9pp | 79.9%-21.6pp |
| Annual return | 28.53% | 176.76%-148.2pp | 111.10%-82.6pp | 145.39%-116.9pp |
| Employer contribution / active EE | $720 | $3,416-78.9% | $2,955-75.6% | $4,194-82.8% |
| Participant deferral / active EE | $919 | $5,617-83.6% | $4,889-81.2% | $6,396-85.6% |
| Admin fee / account holder | $650 | $15,650-95.8% | $12,841-94.9% | $12,562-94.8% |