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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 | $135,905-96.6% | $126,068-96.4% | $198,609-97.7% |
| Participation rate | 69.6% | 85.6%-16.1pp | 84.7%-15.1pp | 82.4%-12.8pp |
| Annual return | 19.79% | 14.07%+5.7pp | 15.01%+4.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,749 | $4,245-58.8% | $3,968-55.9% | $5,055-65.4% |
| Participant deferral / active EE | $2,014 | $8,523-76.4% | $8,214-75.5% | $6,977-71.1% |
| Admin fee / account holder | $1,300 | $21,036-93.8% | $18,264-92.9% | $19,030-93.2% |