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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 | $3,645 | $52,353-93.0% | $120,225-97.0% | $82,448-95.6% |
| Participation rate | 60.0% | 58.3%+1.7pp | 69.6%-9.6pp | 68.1%-8.1pp |
| Annual return | 19.42% | 61.85%-42.4pp | 439.23%-419.8pp | 41.64%-22.2pp |
| Employer contribution / active EE | $277 | $1,510-81.6% | $3,475-92.0% | $2,551-89.1% |
| Participant deferral / active EE | $385 | $2,627-85.4% | $3,999-90.4% | $4,139-90.7% |
| Admin fee / account holder | $426 | $4,363-90.2% | $5,696-92.5% | $7,234-94.1% |