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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 | $4,024 | $81,476-95.1% | $102,383-96.1% | $80,925-95.0% |
| Participation rate | 64.1% | 66.8%-2.7pp | 74.5%-10.4pp | 67.7%-3.6pp |
| Annual return | 132.42% | 25.59%+106.8pp | 24.94%+107.5pp | 35.65%+96.8pp |
| Employer contribution / active EE | $861 | $3,105-72.3% | $3,870-77.8% | $2,756-68.8% |
| Participant deferral / active EE | $890 | $3,871-77.0% | $5,060-82.4% | $4,299-79.3% |
| Admin fee / account holder | $964 | $6,717-85.7% | $8,391-88.5% | $6,940-86.1% |