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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 | $2,132 | $114,013-98.1% | $103,693-97.9% | $155,188-98.6% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 55.85% | 49.31%+6.5pp | 47.61%+8.2pp | 148.84%-93.0pp |
| Employer contribution / active EE | $519 | $3,131-83.4% | $2,920-82.2% | $4,248-87.8% |
| Participant deferral / active EE | $822 | $4,970-83.5% | $4,579-82.0% | $6,531-87.4% |
| Admin fee / account holder | $341 | $8,407-95.9% | $7,858-95.7% | $14,480-97.6% |