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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 | $99,053-98.2% | $88,179-97.9% | $138,895-98.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.1%-12.0pp | 79.9%-22.8pp |
| Annual return | 15.10% | 78.17%-63.1pp | 64.97%-49.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $591 | $2,882-79.5% | $2,549-76.8% | $4,194-85.9% |
| Participant deferral / active EE | $663 | $5,225-87.3% | $4,614-85.6% | $6,396-89.6% |
| Admin fee / account holder | $691 | $8,748-92.1% | $7,673-91.0% | $12,562-94.5% |