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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 | $2,979 | $114,013-97.4% | $103,693-97.1% | $155,188-98.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 8.58% | 49.31%-40.7pp | 47.61%-39.0pp | 148.84%-140.3pp |
| Employer contribution / active EE | $697 | $3,131-77.7% | $2,920-76.1% | $4,248-83.6% |
| Participant deferral / active EE | $82 | $4,970-98.4% | $4,579-98.2% | $6,531-98.7% |
| Admin fee / account holder | $3,668 | $8,407-56.4% | $7,858-53.3% | $14,480-74.7% |