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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 | $5,435 | $105,160-94.8% | $94,679-94.3% | $139,456-96.1% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 37.47% | 38.04%-0.6pp | 156.75%-119.3pp | 373.45%-336.0pp |
| Employer contribution / active EE | $577 | $4,107-86.0% | $3,673-84.3% | $4,753-87.9% |
| Participant deferral / active EE | $2,213 | $7,599-70.9% | $7,417-70.2% | $6,711-67.0% |
| Admin fee / account holder | $2,012 | $8,988-77.6% | $7,233-72.2% | $11,407-82.4% |