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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 | $2,819 | $201,370-98.6% | $184,256-98.5% | $145,897-98.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 117.19% | 29.05%+88.1pp | 28.85%+88.3pp | 552.29%-435.1pp |
| Employer contribution / active EE | $1,737 | $7,024-75.3% | $6,427-73.0% | $4,663-62.7% |
| Participant deferral / active EE | $2,301 | $9,808-76.5% | $9,133-74.8% | $6,689-65.6% |
| Admin fee / account holder | $2,792 | $16,364-82.9% | $13,899-79.9% | $13,390-79.1% |