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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 | $4,802 | $114,013-95.8% | $103,693-95.4% | $155,188-96.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 10.25% | 49.31%-39.1pp | 47.61%-37.4pp | 148.84%-138.6pp |
| Employer contribution / active EE | $527 | $3,131-83.2% | $2,920-81.9% | $4,248-87.6% |
| Participant deferral / active EE | $639 | $4,970-87.2% | $4,579-86.1% | $6,531-90.2% |
| Admin fee / account holder | $2,381 | $8,407-71.7% | $7,858-69.7% | $14,480-83.6% |