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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 | $3,493 | $114,013-96.9% | $103,693-96.6% | $155,188-97.7% |
| Participation rate | 35.0% | 75.2%-40.2pp | 72.6%-37.6pp | 80.8%-45.8pp |
| Annual return | 13.55% | 49.31%-35.8pp | 47.61%-34.1pp | 148.84%-135.3pp |
| Employer contribution / active EE | $304 | $3,131-90.3% | $2,920-89.6% | $4,248-92.9% |
| Participant deferral / active EE | $852 | $4,970-82.9% | $4,579-81.4% | $6,531-87.0% |
| Admin fee / account holder | $867 | $8,407-89.7% | $7,858-89.0% | $14,480-94.0% |