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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 | $4,863 | $58,493-91.7% | $84,021-94.2% | $72,975-93.3% |
| Participation rate | 42.3% | 61.2%-18.9pp | 69.0%-26.7pp | 69.5%-27.2pp |
| Annual return | 26.28% | 28.93%-2.7pp | 71.32%-45.0pp | 81.01%-54.7pp |
| Employer contribution / active EE | $535 | $1,163-54.0% | $1,984-73.0% | $2,440-78.1% |
| Participant deferral / active EE | $1,028 | $2,394-57.1% | $3,239-68.3% | $3,608-71.5% |
| Admin fee / account holder | $555 | $4,569-87.9% | $6,102-90.9% | $5,124-89.2% |