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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 | $4,263 | $117,433-96.4% | $99,475-95.7% | $152,897-97.2% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.5%-45.0pp |
| Annual return | 20.57% | 31.87%-11.3pp | 30.72%-10.2pp | 345.43%-324.9pp |
| Employer contribution / active EE | $318 | $3,013-89.4% | $2,540-87.5% | $4,764-93.3% |
| Participant deferral / active EE | $476 | $4,086-88.4% | $3,619-86.9% | $5,851-91.9% |
| Admin fee / account holder | $1,980 | $7,634-74.1% | $6,252-68.3% | $11,599-82.9% |