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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 | $2,615 | $123,155-97.9% | $108,753-97.6% | $155,188-98.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 13.43% | 44.73%-31.3pp | 37.47%-24.0pp | 148.84%-135.4pp |
| Employer contribution / active EE | $460 | $2,811-83.6% | $2,427-81.0% | $4,248-89.2% |
| Participant deferral / active EE | $691 | $4,623-85.1% | $4,115-83.2% | $6,531-89.4% |
| Admin fee / account holder | $1,245 | $12,126-89.7% | $10,320-87.9% | $14,480-91.4% |