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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 | $2,204 | $70,684-96.9% | $169,390-98.7% | $75,173-97.1% |
| Participation rate | 64.5% | 64.8%-0.3pp | 77.2%-12.7pp | 67.2%-2.7pp |
| Annual return | 33.44% | 36.38%-2.9pp | 406.07%-372.6pp | 160.72%-127.3pp |
| Employer contribution / active EE | $734 | $2,211-66.8% | $4,013-81.7% | $2,671-72.5% |
| Participant deferral / active EE | $769 | $4,310-82.1% | $6,222-87.6% | $4,126-81.4% |
| Admin fee / account holder | $504 | $5,404-90.7% | $9,015-94.4% | $5,651-91.1% |