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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 | $3,935 | $212,386-98.1% | $199,883-98.0% | $138,895-97.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 17.05% | 47.75%-30.7pp | 43.81%-26.8pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,358 | $6,625-64.4% | $6,261-62.3% | $4,194-43.8% |
| Participant deferral / active EE | $1,643 | $9,617-82.9% | $9,138-82.0% | $6,396-74.3% |
| Admin fee / account holder | $1,580 | $18,233-91.3% | $17,268-90.9% | $12,562-87.4% |