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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 | $2,070 | $101,063-98.0% | $81,473-97.5% | $147,585-98.6% |
| Participation rate | 58.3% | 74.5%-16.1pp | 68.0%-9.6pp | 82.8%-24.5pp |
| Annual return | 11.43% | 32.41%-21.0pp | 38.78%-27.4pp | 578.58%-567.2pp |
| Employer contribution / active EE | $245 | $3,206-92.4% | $2,568-90.5% | $4,876-95.0% |
| Participant deferral / active EE | $439 | $4,242-89.6% | $3,537-87.6% | $5,439-91.9% |
| Admin fee / account holder | $449 | $5,812-92.3% | $4,561-90.2% | $10,886-95.9% |