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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 | $3,859 | $49,255-92.2% | $70,494-94.5% | $79,856-95.2% |
| Participation rate | 68.6% | 69.2%-0.6pp | 75.1%-6.5pp | 69.6%-1.1pp |
| Annual return | 60.15% | 30.10%+30.0pp | 109.16%-49.0pp | 31.71%+28.4pp |
| Employer contribution / active EE | $511 | $2,100-75.7% | $2,738-81.3% | $2,471-79.3% |
| Participant deferral / active EE | $515 | $2,768-81.4% | $3,711-86.1% | $3,741-86.2% |
| Admin fee / account holder | $320 | $2,879-88.9% | $3,848-91.7% | $5,306-94.0% |