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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 | $4,151 | $49,249-91.6% | $70,476-94.1% | $79,852-94.8% |
| Participation rate | 59.7% | 69.2%-9.5pp | 75.1%-15.4pp | 69.6%-10.0pp |
| Annual return | 27.34% | 30.09%-2.7pp | 109.12%-81.8pp | 31.72%-4.4pp |
| Employer contribution / active EE | $962 | $2,100-54.2% | $2,738-64.9% | $2,471-61.1% |
| Participant deferral / active EE | $528 | $2,769-80.9% | $3,710-85.8% | $3,740-85.9% |
| Admin fee / account holder | $368 | $2,878-87.2% | $3,847-90.4% | $5,306-93.1% |