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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 | $2,995 | $114,013-97.4% | $103,693-97.1% | $155,188-98.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 12.92% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $525 | $3,131-83.2% | $2,920-82.0% | $4,248-87.6% |
| Participant deferral / active EE | $770 | $4,970-84.5% | $4,579-83.2% | $6,531-88.2% |
| Admin fee / account holder | $2,279 | $8,407-72.9% | $7,858-71.0% | $14,480-84.3% |