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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 | $1,817 | $97,125-98.1% | $86,233-97.9% | $137,256-98.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 15.10% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $591 | $2,841-79.2% | $2,504-76.4% | $4,156-85.8% |
| Participant deferral / active EE | $663 | $5,180-87.2% | $4,559-85.5% | $6,407-89.7% |
| Admin fee / account holder | $691 | $9,725-92.9% | $8,342-91.7% | $12,270-94.4% |