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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 | $4,580 | $87,166-94.7% | $76,735-94.0% | $137,256-96.7% |
| Participation rate | 53.3% | 74.4%-21.0pp | 69.5%-16.2pp | 80.0%-26.6pp |
| Annual return | 16.20% | 26.50%-10.3pp | 29.77%-13.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $654 | $2,904-77.5% | $2,454-73.3% | $4,156-84.3% |
| Participant deferral / active EE | $654 | $4,726-86.2% | $4,088-84.0% | $6,407-89.8% |
| Admin fee / account holder | $2,051 | $8,403-75.6% | $7,189-71.5% | $12,270-83.3% |