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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 | $2,336 | $99,053-97.6% | $88,179-97.4% | $138,895-98.3% |
| Participation rate | 23.1% | 74.2%-51.2pp | 69.1%-46.1pp | 79.9%-56.8pp |
| Annual return | 16.13% | 78.17%-62.0pp | 64.97%-48.8pp | 145.39%-129.3pp |
| Employer contribution / active EE | $363 | $2,882-87.4% | $2,549-85.8% | $4,194-91.3% |
| Participant deferral / active EE | $574 | $5,225-89.0% | $4,614-87.6% | $6,396-91.0% |
| Admin fee / account holder | $490 | $8,748-94.4% | $7,673-93.6% | $12,562-96.1% |