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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 | $2,710 | $55,902-95.2% | $76,030-96.4% | $80,959-96.7% |
| Participation rate | 59.5% | 62.1%-2.6pp | 69.1%-9.6pp | 67.7%-8.2pp |
| Annual return | 16.86% | 20.59%-3.7pp | 361.54%-344.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $478 | $1,867-74.4% | $2,688-82.2% | $2,757-82.7% |
| Participant deferral / active EE | $901 | $3,051-70.5% | $4,257-78.8% | $4,300-79.0% |
| Admin fee / account holder | $442 | $5,239-91.6% | $6,421-93.1% | $6,925-93.6% |