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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 | $56,116-93.5% | $135,768-97.3% | $86,983-95.8% |
| Participation rate | 60.0% | 60.1%-0.1pp | 71.1%-11.1pp | 69.5%-9.5pp |
| Annual return | 19.42% | 125.33%-105.9pp | 526.10%-506.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $277 | $1,528-81.9% | $3,394-91.8% | $2,584-89.3% |
| Participant deferral / active EE | $385 | $2,690-85.7% | $3,977-90.3% | $4,194-90.8% |
| Admin fee / account holder | $426 | $4,314-90.1% | $7,048-94.0% | $7,856-94.6% |