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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 | $4,962 | $225,673-97.8% | $203,872-97.6% | $155,188-96.8% |
| Participation rate | 54.5% | 80.3%-25.8pp | 77.8%-23.3pp | 80.8%-26.3pp |
| Annual return | 20.64% | 95.91%-75.3pp | 85.11%-64.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $310 | $4,099-92.4% | $3,757-91.8% | $4,248-92.7% |
| Participant deferral / active EE | $680 | $6,893-90.1% | $6,388-89.4% | $6,531-89.6% |
| Admin fee / account holder | $1,404 | $12,327-88.6% | $11,730-88.0% | $14,480-90.3% |