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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 | $3,094 | $107,809-97.1% | $97,032-96.8% | $155,188-98.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 19.91% | 38.06%-18.2pp | 35.38%-15.5pp | 148.84%-128.9pp |
| Employer contribution / active EE | $318 | $2,911-89.1% | $2,629-87.9% | $4,248-92.5% |
| Participant deferral / active EE | $362 | $5,129-92.9% | $4,672-92.2% | $6,531-94.5% |
| Admin fee / account holder | $826 | $10,717-92.3% | $9,418-91.2% | $14,480-94.3% |