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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 | $3,660 | $107,809-96.6% | $97,032-96.2% | $155,188-97.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 15.30% | 38.06%-22.8pp | 35.38%-20.1pp | 148.84%-133.5pp |
| Employer contribution / active EE | $721 | $2,911-75.2% | $2,629-72.6% | $4,248-83.0% |
| Participant deferral / active EE | $946 | $5,129-81.6% | $4,672-79.7% | $6,531-85.5% |
| Admin fee / account holder | $1,453 | $10,717-86.4% | $9,418-84.6% | $14,480-90.0% |