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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 | $5,194 | $106,974-95.1% | $90,796-94.3% | $138,895-96.3% |
| Participation rate | 33.3% | 74.9%-41.5pp | 69.5%-36.2pp | 79.9%-46.6pp |
| Annual return | 17.96% | 20.10%-2.1pp | 19.29%-1.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $310 | $2,609-88.1% | $2,294-86.5% | $4,194-92.6% |
| Participant deferral / active EE | $576 | $4,455-87.1% | $3,822-84.9% | $6,396-91.0% |
| Admin fee / account holder | $997 | $8,626-88.4% | $7,024-85.8% | $12,562-92.1% |