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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 | $3,328 | $97,125-96.6% | $86,233-96.1% | $137,256-97.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 30.12% | 74.19%-44.1pp | 61.39%-31.3pp | 220.34%-190.2pp |
| Employer contribution / active EE | $604 | $2,841-78.7% | $2,504-75.9% | $4,156-85.5% |
| Participant deferral / active EE | $650 | $5,180-87.5% | $4,559-85.7% | $6,407-89.9% |
| Admin fee / account holder | $1,800 | $9,725-81.5% | $8,342-78.4% | $12,270-85.3% |