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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 | $4,307 | $97,125-95.6% | $86,233-95.0% | $137,256-96.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 15.28% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $786 | $2,841-72.3% | $2,504-68.6% | $4,156-81.1% |
| Participant deferral / active EE | $789 | $5,180-84.8% | $4,559-82.7% | $6,407-87.7% |
| Admin fee / account holder | $4,336 | $9,725-55.4% | $8,342-48.0% | $12,270-64.7% |