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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 | $3,154 | $81,276-96.1% | $155,574-98.0% | $80,925-96.1% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.7%-2.1pp |
| Annual return | 14.32% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $777 | $3,103-75.0% | $4,676-83.4% | $2,756-71.8% |
| Participant deferral / active EE | $848 | $3,453-75.4% | $5,629-84.9% | $4,299-80.3% |
| Admin fee / account holder | $338 | $7,993-95.8% | $15,914-97.9% | $6,940-95.1% |