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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 | $3,629 | $93,598-96.1% | $135,974-97.3% | $75,173-95.2% |
| Participation rate | 65.8% | 75.2%-9.4pp | 81.9%-16.1pp | 67.2%-1.4pp |
| Annual return | 55.47% | 30.89%+24.6pp | 68.30%-12.8pp | 160.72%-105.2pp |
| Employer contribution / active EE | $1,019 | $3,538-71.2% | $4,859-79.0% | $2,671-61.8% |
| Participant deferral / active EE | $1,201 | $6,405-81.2% | $7,760-84.5% | $4,126-70.9% |
| Admin fee / account holder | $407 | $6,978-94.2% | $10,767-96.2% | $5,651-92.8% |