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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 | $3,284 | $53,063-93.8% | $124,206-97.4% | $82,637-96.0% |
| Participation rate | 28.6% | 58.4%-29.8pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 28.12% | 68.87%-40.8pp | 515.27%-487.1pp | 53.51%-25.4pp |
| Employer contribution / active EE | $300 | $1,530-80.4% | $3,540-91.5% | $2,552-88.3% |
| Participant deferral / active EE | $516 | $2,644-80.5% | $3,968-87.0% | $4,126-87.5% |
| Admin fee / account holder | $777 | $4,281-81.9% | $5,929-86.9% | $7,339-89.4% |