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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 | $3,568 | $58,234-93.9% | $81,783-95.6% | $80,874-95.6% |
| Participation rate | 68.1% | 63.4%+4.6pp | 72.4%-4.3pp | 67.6%+0.4pp |
| Annual return | 12.73% | 41.70%-29.0pp | 775.05%-762.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $307 | $2,341-86.9% | $2,913-89.4% | $2,756-88.8% |
| Participant deferral / active EE | $677 | $3,283-79.4% | $4,320-84.3% | $4,297-84.2% |
| Admin fee / account holder | $906 | $4,982-81.8% | $7,380-87.7% | $6,935-86.9% |