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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 | $1,584 | $25,014-93.7% | $69,623-97.7% | $80,935-98.0% |
| Participation rate | 67.1% | 64.2%+2.9pp | 66.4%+0.7pp | 67.7%-0.6pp |
| Annual return | 42.84% | 19.08%+23.8pp | 101.23%-58.4pp | 35.66%+7.2pp |
| Employer contribution / active EE | $322 | $991-67.5% | $1,709-81.1% | $2,757-88.3% |
| Participant deferral / active EE | $621 | $1,840-66.2% | $2,890-78.5% | $4,299-85.5% |
| Admin fee / account holder | $675 | $2,491-72.9% | $4,696-85.6% | $6,924-90.2% |