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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 | $3,453 | $98,776-96.5% | $149,745-97.7% | $79,856-95.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 32.71% | 27.38%+5.3pp | 276.72%-244.0pp | 31.71%+1.0pp |
| Employer contribution / active EE | $2,252 | $3,217-30.0% | $4,646-51.5% | $2,471-8.9% |
| Participant deferral / active EE | $769 | $5,681-86.5% | $6,843-88.8% | $3,741-79.4% |
| Admin fee / account holder | $974 | $6,053-83.9% | $9,312-89.5% | $5,306-81.6% |