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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 | $3,156 | $65,434-95.2% | $98,483-96.8% | $85,847-96.3% |
| Participation rate | 68.3% | 65.0%+3.3pp | 73.3%-5.1pp | 69.3%-1.0pp |
| Annual return | 13.89% | 21.75%-7.9pp | 1494.38%-1480.5pp | 318.61%-304.7pp |
| Employer contribution / active EE | $353 | $2,169-83.7% | $2,961-88.1% | $2,565-86.3% |
| Participant deferral / active EE | $589 | $3,168-81.4% | $4,276-86.2% | $3,952-85.1% |
| Admin fee / account holder | $306 | $4,595-93.3% | $5,953-94.9% | $6,261-95.1% |