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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 | $4,569 | $100,970-95.5% | $96,576-95.3% | $137,256-96.7% |
| Participation rate | 69.6% | 82.6%-13.0pp | 81.4%-11.9pp | 80.0%-10.4pp |
| Annual return | 19.79% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,749 | $3,809-54.1% | $3,553-50.8% | $4,156-57.9% |
| Participant deferral / active EE | $2,014 | $8,286-75.7% | $7,956-74.7% | $6,407-68.6% |
| Admin fee / account holder | $1,300 | $11,312-88.5% | $11,381-88.6% | $12,270-89.4% |