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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 | $4,104 | $101,063-95.9% | $81,473-95.0% | $147,586-97.2% |
| Participation rate | 31.6% | 74.5%-42.9pp | 68.0%-36.4pp | 82.8%-51.2pp |
| Annual return | 28.12% | 32.41%-4.3pp | 38.78%-10.7pp | 578.59%-550.5pp |
| Employer contribution / active EE | $405 | $3,206-87.4% | $2,568-84.2% | $4,876-91.7% |
| Participant deferral / active EE | $456 | $4,242-89.3% | $3,537-87.1% | $5,439-91.6% |
| Admin fee / account holder | $1,714 | $5,812-70.5% | $4,561-62.4% | $10,886-84.3% |