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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 | $4,545 | $51,638-91.2% | $129,406-96.5% | $80,959-94.4% |
| Participation rate | 60.6% | 56.9%+3.7pp | 69.6%-9.0pp | 67.7%-7.1pp |
| Annual return | 13.12% | 20.78%-7.7pp | 9468.18%-9455.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $566 | $1,584-64.2% | $4,155-86.4% | $2,757-79.5% |
| Participant deferral / active EE | $664 | $2,670-75.1% | $4,167-84.1% | $4,300-84.6% |
| Admin fee / account holder | $687 | $4,313-84.1% | $7,689-91.1% | $6,925-90.1% |