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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 | $4,360 | $108,882-96.0% | $96,754-95.5% | $154,746-97.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 24.94% | 98.39%-73.5pp | 82.04%-57.1pp | 172.34%-147.4pp |
| Employer contribution / active EE | $517 | $3,018-82.9% | $2,679-80.7% | $4,379-88.2% |
| Participant deferral / active EE | $624 | $5,323-88.3% | $4,758-86.9% | $6,730-90.7% |
| Admin fee / account holder | $433 | $10,200-95.8% | $8,905-95.1% | $14,365-97.0% |