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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 | $3,308 | $126,661-97.4% | $113,397-97.1% | $138,895-97.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 27.59% | 25.05%+2.5pp | 23.20%+4.4pp | 145.39%-117.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $843 | $5,693-85.2% | $5,076-83.4% | $6,396-86.8% |
| Admin fee / account holder | $612 | $14,549-95.8% | $11,957-94.9% | $12,562-95.1% |