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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 | $56,431-93.5% | $130,788-97.2% | $87,485-95.8% |
| Participation rate | 60.0% | 58.9%+1.1pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 19.42% | 91.27%-71.9pp | 386.44%-367.0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $277 | $1,549-82.1% | $3,558-92.2% | $2,596-89.3% |
| Participant deferral / active EE | $385 | $2,749-86.0% | $4,137-90.7% | $4,274-91.0% |
| Admin fee / account holder | $426 | $4,433-90.4% | $6,673-93.6% | $7,775-94.5% |