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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 | $2,416 | $97,125-97.5% | $86,233-97.2% | $137,256-98.2% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 15.26% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $268 | $2,841-90.6% | $2,504-89.3% | $4,156-93.5% |
| Participant deferral / active EE | $480 | $5,180-90.7% | $4,559-89.5% | $6,407-92.5% |
| Admin fee / account holder | $546 | $9,725-94.4% | $8,342-93.5% | $12,270-95.6% |