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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 | $3,181 | $118,467-97.3% | $98,450-96.8% | $139,456-97.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 18.13% | 18.95%-0.8pp | 21.16%-3.0pp | 373.45%-355.3pp |
| Employer contribution / active EE | $844 | $3,611-76.6% | $3,049-72.3% | $4,753-82.2% |
| Participant deferral / active EE | $1,164 | $5,393-78.4% | $4,739-75.4% | $6,711-82.7% |
| Admin fee / account holder | $2,042 | $14,057-85.5% | $8,961-77.2% | $11,407-82.1% |