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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 | $975 | $103,164-99.1% | $90,259-98.9% | $154,746-99.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 20.68% | 19.25%+1.4pp | 18.88%+1.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $309 | $2,532-87.8% | $2,291-86.5% | $4,379-92.9% |
| Participant deferral / active EE | $309 | $4,422-93.0% | $3,827-91.9% | $6,730-95.4% |
| Admin fee / account holder | $380 | $8,593-95.6% | $7,267-94.8% | $14,365-97.4% |