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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 | $4,351 | $88,672-95.1% | $105,223-95.9% | $82,448-94.7% |
| Participation rate | 63.5% | 67.9%-4.5pp | 75.0%-11.6pp | 68.1%-4.6pp |
| Annual return | 28.68% | 30.86%-2.2pp | 180.65%-152.0pp | 41.64%-13.0pp |
| Employer contribution / active EE | $902 | $3,048-70.4% | $3,689-75.6% | $2,551-64.7% |
| Participant deferral / active EE | $1,055 | $4,036-73.9% | $5,072-79.2% | $4,139-74.5% |
| Admin fee / account holder | $2,214 | $7,146-69.0% | $8,859-75.0% | $7,234-69.4% |