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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 | $4,198 | $106,289-96.1% | $96,543-95.7% | $139,500-97.0% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 29.77% | 38.49%-8.7pp | 35.75%-6.0pp | 373.99%-344.2pp |
| Employer contribution / active EE | $1,136 | $4,107-72.3% | $3,741-69.6% | $4,755-76.1% |
| Participant deferral / active EE | $1,198 | $5,456-78.0% | $4,880-75.4% | $6,713-82.1% |
| Admin fee / account holder | $1,313 | $7,888-83.4% | $6,737-80.5% | $11,410-88.5% |