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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 | $4,001 | $80,983-95.1% | $96,544-95.9% | $75,177-94.7% |
| Participation rate | 69.2% | 71.8%-2.6pp | 76.0%-6.8pp | 67.2%+2.0pp |
| Annual return | 75.88% | 27.05%+48.8pp | 25.88%+50.0pp | 160.75%-84.9pp |
| Employer contribution / active EE | $830 | $2,282-63.6% | $2,966-72.0% | $2,671-68.9% |
| Participant deferral / active EE | $1,424 | $3,929-63.7% | $4,851-70.6% | $4,126-65.5% |
| Admin fee / account holder | $971 | $6,717-85.5% | $8,254-88.2% | $5,651-82.8% |