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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 | $4,352 | $174,379-97.5% | $152,093-97.1% | $138,895-96.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 21.99% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $944 | $4,652-79.7% | $4,175-77.4% | $4,194-77.5% |
| Participant deferral / active EE | $1,255 | $6,159-79.6% | $5,451-77.0% | $6,396-80.4% |
| Admin fee / account holder | $860 | $16,880-94.9% | $14,497-94.1% | $12,562-93.2% |